+33.9%
JD vs AMIX
-100.0%
+133.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.6% | +8.9% | +3.3% |
| 7D | +11.7% | -25.5% | +37.2% | +11.8% |
| 30D | +8.1% | -56.2% | +64.3% | +8.2% |
| 3M | -12.0% | -87.4% | +75.5% | -11.8% |
| 6M | -3.5% | -80.9% | +77.4% | -3.4% |
| YTD | +3.3% | -86.8% | +90.2% | +3.6% |
| 1Y | -7.4% | -91.3% | +83.9% | -7.1% |
| All | +33.9% | -100.0% | +133.8% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling