-12.7%
JBLU vs AMIX
-92.3%
+79.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -3.0% | +15.0% | +12.0% |
| 7D | +24.9% | -25.1% | +50.0% | +25.2% |
| 30D | -12.3% | -54.5% | +42.2% | -11.7% |
| 3M | -44.5% | -91.7% | +47.3% | -43.5% |
| 6M | -25.7% | -79.4% | +53.8% | -23.4% |
| YTD | -21.8% | -86.1% | +64.3% | -20.6% |
| 1Y | -12.7% | -91.6% | +78.8% | -12.8% |
| All | -12.7% | -92.3% | +79.6% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling