+1,150.1%
JBL vs AMBA
+4.3%
+1,145.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.4% |
| 7D | -8.1% | -2.7% | -5.4% | -7.2% |
| 30D | -18.4% | -10.5% | -7.9% | -15.6% |
| 3M | -25.8% | -26.4% | +0.7% | -18.9% |
| 6M | -29.6% | -20.9% | -8.7% | -27.4% |
| YTD | +9.6% | -14.8% | +24.4% | +9.1% |
| 1Y | +14.1% | -36.1% | +50.1% | +22.8% |
| 3Y | +95.9% | +20.2% | +75.7% | +62.3% |
| 5Y | +298.3% | -67.2% | +365.6% | +335.6% |
| 10Y | +1,150.1% | +4.9% | +1,145.1% | +695.7% |
| All | +1,150.1% | +4.3% | +1,145.8% | +695.7% |
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