-91.6%
AMIX vs JBHT
+34.8%
-126.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -4.0% |
| 7D | -25.1% | +1.7% | -26.8% | -26.3% |
| 30D | -54.5% | -1.2% | -53.4% | -54.3% |
| 3M | -91.7% | -17.1% | -74.6% | -90.5% |
| 6M | -79.4% | -4.4% | -75.1% | -75.7% |
| YTD | -86.1% | +17.5% | -103.5% | -80.1% |
| 1Y | -91.6% | +32.6% | -124.2% | -83.5% |
| All | -91.6% | +34.8% | -126.4% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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