+92.1%
AMDL vs JAAA
+15.4%
+76.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.6% | +2.1% |
| 7D | +5.4% | +0.1% | +5.3% | +4.4% |
| 30D | -36.6% | +0.4% | -37.1% | -40.3% |
| 3M | -1.0% | +1.2% | -2.1% | -15.4% |
| 6M | -12.1% | +2.3% | -14.4% | -35.8% |
| YTD | +215.1% | +3.9% | +211.2% | +90.5% |
| 1Y | +130.4% | +4.8% | +125.6% | +26.5% |
| All | +92.1% | +15.4% | +76.7% | +238.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded JAAA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling