-99.9%
AMIX vs JBL
+104.2%
-204.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.1% | +9.9% | +9.6% |
| 7D | +11.4% | -8.1% | +19.5% | +18.4% |
| 30D | -40.5% | -18.4% | -22.1% | -31.3% |
| 3M | -80.1% | -25.8% | -54.3% | -76.0% |
| 6M | -74.8% | -29.6% | -45.2% | -68.7% |
| YTD | -84.0% | +9.6% | -93.6% | -81.9% |
| 1Y | -89.7% | +14.1% | -103.8% | -88.5% |
| All | -99.9% | +104.2% | -204.1% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling