-99.9%
AMIX vs JAAA
+16.6%
-116.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +11.4% | +0.1% | +11.4% | +11.4% |
| 30D | -40.5% | +0.4% | -40.9% | -40.7% |
| 3M | -80.1% | +1.2% | -81.3% | -80.3% |
| 6M | -74.8% | +2.3% | -77.1% | -76.1% |
| YTD | -84.0% | +3.9% | -87.9% | -85.8% |
| 1Y | -89.7% | +4.8% | -94.5% | -91.2% |
| All | -99.9% | +16.6% | -116.5% | -100.0% |
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