+98.5%
FLEX vs JAAA
+4.9%
+93.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +0.9% |
| 7D | -0.9% | +0.2% | -1.1% | -2.2% |
| 30D | -10.1% | +0.5% | -10.7% | -13.7% |
| 3M | -31.3% | +1.3% | -32.6% | -38.5% |
| 6M | +71.3% | +2.7% | +68.6% | +33.6% |
| YTD | +81.2% | +3.2% | +78.1% | +39.0% |
| 1Y | +98.5% | +4.9% | +93.6% | +34.6% |
| All | +98.5% | +4.9% | +93.6% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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