+155.3%
JCI vs AMIX
-100.0%
+255.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.3% |
| 7D | +3.2% | -9.9% | +13.1% | +3.3% |
| 30D | -8.6% | -52.8% | +44.2% | -7.9% |
| 3M | -7.7% | -80.0% | +72.3% | -6.3% |
| 6M | -2.6% | -80.2% | +77.7% | -4.0% |
| YTD | +17.4% | -88.1% | +105.5% | +16.2% |
| 1Y | +16.9% | -91.1% | +108.0% | +15.9% |
| All | +155.3% | -100.0% | +255.3% | +159.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling