-20.2%
JBLU vs AMIX
-99.9%
+79.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.3% | +0.3% |
| 7D | -4.8% | -6.3% | +1.5% | -4.7% |
| 30D | -24.4% | -51.9% | +27.5% | -23.8% |
| 3M | -4.8% | -44.9% | +40.1% | -6.0% |
| 6M | -0.5% | -47.9% | +47.5% | -1.7% |
| YTD | -3.5% | -62.0% | +58.5% | -4.1% |
| 1Y | -13.6% | -82.0% | +68.4% | -12.8% |
| All | -20.2% | -99.9% | +79.7% | -27.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling