+177.0%
JBL vs AMBA
-1.0%
+178.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | +3.0% | -11.0% | +14.0% | +6.7% |
| 30D | -8.3% | -23.2% | +14.9% | -0.6% |
| 3M | -16.9% | -12.7% | -4.2% | -15.2% |
| 6M | +21.8% | +11.2% | +10.5% | +12.7% |
| YTD | +36.3% | -11.2% | +47.5% | +33.6% |
| 1Y | +49.5% | -22.5% | +72.0% | +50.7% |
| All | +177.0% | -1.0% | +178.0% | +208.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling