+102.6%
BB vs JAAA
+4.9%
+97.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.5% |
| 7D | -5.6% | +0.2% | -5.8% | -6.7% |
| 30D | -11.8% | +0.5% | -12.3% | -14.7% |
| 3M | -25.5% | +1.3% | -26.8% | -31.5% |
| 6M | +121.3% | +2.7% | +118.6% | +85.8% |
| YTD | +103.2% | +3.2% | +100.0% | +68.7% |
| 1Y | +102.6% | +4.9% | +97.7% | +58.5% |
| All | +102.6% | +4.9% | +97.7% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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