-5.9%
JD vs AMIX
-92.3%
+86.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.5% |
| 7D | -4.1% | -9.9% | +5.7% | -4.1% |
| 30D | +4.6% | -52.8% | +57.4% | +4.7% |
| 3M | -4.7% | -80.0% | +75.3% | -4.5% |
| 6M | -17.4% | -80.2% | +62.9% | -16.6% |
| YTD | +0.7% | -88.1% | +88.9% | +2.5% |
| 1Y | -5.9% | -91.1% | +85.2% | -4.0% |
| All | -5.9% | -92.3% | +86.4% | -4.0% |
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