+10.0%
JPM vs AMIX
-89.3%
+99.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.8% | -8.8% | 0.0% |
| 7D | +1.2% | +11.4% | -10.2% | +1.2% |
| 30D | +2.7% | -40.5% | +43.2% | +2.8% |
| 3M | -4.5% | -80.1% | +75.6% | -4.1% |
| 6M | +14.3% | -74.8% | +89.1% | +16.1% |
| YTD | +8.2% | -84.0% | +92.2% | +9.4% |
| 1Y | +10.0% | -89.7% | +99.7% | +10.9% |
| All | +10.0% | -89.3% | +99.3% | +10.9% |
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