-99.8%
AMIX vs JBL
+153.9%
-253.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -3.1% |
| 7D | -13.7% | +3.0% | -16.7% | -15.8% |
| 30D | -62.1% | -8.3% | -53.8% | -60.0% |
| 3M | -46.2% | -16.9% | -29.3% | -41.2% |
| 6M | -46.4% | +21.8% | -68.2% | -46.1% |
| YTD | -60.3% | +36.3% | -96.6% | -61.0% |
| 1Y | -79.7% | +49.5% | -129.2% | -80.4% |
| All | -99.8% | +153.9% | -253.6% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling