-6.4%
JD vs AMC
+40.5%
-46.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +8.3% | -10.8% | -3.1% |
| 7D | +7.9% | +6.6% | +1.3% | +7.2% |
| 30D | +4.8% | +14.1% | -9.3% | +3.4% |
| 3M | -13.9% | +31.3% | -45.2% | -16.2% |
| 6M | -5.8% | +126.7% | -132.5% | -13.0% |
| YTD | +2.4% | +117.9% | -115.5% | -3.1% |
| All | -6.4% | +40.5% | -46.9% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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