-13.4%
JBLU vs AMIX
-92.5%
+79.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -8.4% | +3.2% | -5.1% |
| 7D | +9.2% | -10.9% | +20.0% | +9.3% |
| 30D | +13.7% | -55.0% | +68.7% | +14.6% |
| 3M | -34.1% | -82.0% | +47.9% | -33.2% |
| 6M | -19.5% | -80.4% | +61.0% | -16.7% |
| YTD | -16.3% | -88.3% | +72.0% | -14.1% |
| 1Y | -13.4% | -92.4% | +79.0% | -11.9% |
| All | -13.4% | -92.5% | +79.1% | -11.9% |
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