-99.9%
AMIX vs JBL
+107.8%
-207.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.7% |
| 7D | -9.9% | +6.3% | -16.2% | -14.4% |
| 30D | -52.8% | -13.5% | -39.3% | -48.0% |
| 3M | -80.0% | -31.3% | -48.7% | -74.4% |
| 6M | -80.2% | -28.4% | -51.8% | -75.9% |
| YTD | -88.1% | +11.6% | -99.7% | -86.9% |
| 1Y | -91.1% | +26.1% | -117.2% | -90.4% |
| All | -99.9% | +107.8% | -207.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling