+1,525.1%
JBL vs AMCR
+14.6%
+1,510.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.6% | +6.6% | +5.8% |
| 7D | +2.4% | -6.3% | +8.7% | +5.6% |
| 30D | -13.1% | -7.8% | -5.3% | -10.0% |
| 3M | -15.6% | +7.5% | -23.1% | -19.7% |
| 6M | +24.6% | +2.7% | +21.9% | +21.0% |
| YTD | +39.6% | +6.0% | +33.6% | +32.0% |
| 1Y | +48.6% | +7.8% | +40.8% | +38.7% |
| 3Y | +197.3% | +5.8% | +191.5% | +169.6% |
| 5Y | +413.0% | -11.6% | +424.6% | +412.5% |
| All | +1,525.1% | +14.6% | +1,510.4% | +1,153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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