-91.1%
AMIX vs JAAA
+4.8%
-95.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +2.1% |
| 7D | -9.9% | +0.1% | -10.0% | -7.6% |
| 30D | -52.8% | +0.4% | -53.2% | -47.3% |
| 3M | -80.0% | +1.2% | -81.2% | -72.8% |
| 6M | -80.2% | +2.3% | -82.5% | -71.5% |
| YTD | -88.1% | +4.0% | -92.1% | -84.2% |
| 1Y | -91.1% | +4.8% | -95.9% | -92.4% |
| All | -91.1% | +4.8% | -95.8% | -92.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling