+1,152.0%
JBL vs AMBA
+12.8%
+1,139.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.3% | +0.4% | +4.0% |
| 7D | -5.2% | 0.0% | -5.1% | -5.1% |
| 30D | -17.5% | -8.6% | -9.0% | -15.2% |
| 3M | -26.0% | -29.0% | +3.0% | -18.3% |
| 6M | -28.9% | -19.2% | -9.6% | -27.0% |
| YTD | +10.8% | -13.0% | +23.8% | +9.6% |
| 1Y | +18.3% | -31.3% | +49.6% | +24.6% |
| 3Y | +102.2% | +28.1% | +74.0% | +64.2% |
| 5Y | +303.2% | -69.4% | +372.7% | +349.9% |
| 10Y | +1,152.0% | +7.6% | +1,144.4% | +691.1% |
| All | +1,152.0% | +12.8% | +1,139.2% | +691.1% |
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