+1,176.2%
JBL vs AMBA
+0.6%
+1,175.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.1% |
| 7D | +10.0% | +10.7% | -0.7% | +6.6% |
| 30D | -18.2% | -5.0% | -13.2% | -16.8% |
| 3M | -29.0% | -26.9% | -2.1% | -22.3% |
| 6M | -25.9% | -21.9% | -4.0% | -23.2% |
| YTD | +14.1% | -13.8% | +27.9% | +13.1% |
| 1Y | +21.7% | -36.1% | +57.7% | +31.0% |
| 3Y | +103.8% | +21.6% | +82.2% | +68.3% |
| 5Y | +310.0% | -68.8% | +378.8% | +355.2% |
| All | +1,176.2% | +0.6% | +1,175.6% | +714.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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