+49.0%
JBL vs BAM
-12.6%
+61.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | +0.5% |
| 7D | +4.0% | -3.9% | +7.9% | +5.5% |
| 30D | -7.5% | -8.8% | +1.3% | -4.4% |
| 3M | -14.1% | +2.2% | -16.3% | -14.7% |
| 6M | +25.9% | +5.9% | +20.0% | +22.3% |
| YTD | +36.7% | -6.1% | +42.8% | +37.5% |
| 1Y | +49.0% | -11.6% | +60.6% | +55.3% |
| All | +49.0% | -12.6% | +61.6% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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