-91.6%
AMIX vs JBL
+20.8%
-112.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.8% | +1.8% | +3.5% |
| 7D | -25.1% | -11.1% | -14.0% | -11.9% |
| 30D | -54.5% | -14.1% | -40.4% | -45.2% |
| 3M | -91.7% | -23.9% | -67.8% | -88.9% |
| 6M | -79.4% | -24.1% | -55.3% | -71.7% |
| YTD | -86.1% | +13.5% | -99.5% | -81.4% |
| 1Y | -91.6% | +23.7% | -115.3% | -88.5% |
| All | -91.6% | +20.8% | -112.4% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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