+16.1%
JPM vs AMIX
-92.3%
+108.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +4.2% |
| 7D | +3.8% | -25.1% | +28.9% | +3.8% |
| 30D | +6.5% | -54.5% | +61.0% | +6.7% |
| 3M | -1.0% | -91.7% | +90.7% | -0.5% |
| 6M | +15.5% | -79.4% | +95.0% | +17.4% |
| YTD | +11.4% | -86.1% | +97.4% | +12.7% |
| 1Y | +16.1% | -91.6% | +107.6% | +17.0% |
| All | +16.1% | -92.3% | +108.4% | +17.0% |
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