-90.5%
AMIX vs JBL
+15.6%
-106.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +5.6% | +6.2% | +4.2% |
| 7D | +1.2% | -5.2% | +6.4% | +8.2% |
| 30D | -45.3% | -17.5% | -27.8% | -29.9% |
| 3M | -83.1% | -26.0% | -57.1% | -76.4% |
| 6M | -76.9% | -28.9% | -48.0% | -66.9% |
| YTD | -85.3% | +10.8% | -96.1% | -79.9% |
| All | -90.5% | +15.6% | -106.1% | -86.9% |
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 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