+97.4%
JBL vs AMBA
+21.7%
+75.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.7% |
| 7D | +6.3% | +2.7% | +3.7% | +5.5% |
| 30D | -13.5% | -2.2% | -11.3% | -12.8% |
| 3M | -31.3% | -26.6% | -4.7% | -24.9% |
| 6M | -28.4% | -26.8% | -1.7% | -24.4% |
| YTD | +11.6% | -15.1% | +26.7% | +10.6% |
| 1Y | +26.1% | -32.3% | +58.4% | +32.8% |
| 3Y | +97.4% | +19.8% | +77.5% | +68.9% |
| All | +97.4% | +21.7% | +75.7% | +68.9% |
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