+21.7%
JBL vs BAM
-1.5%
+23.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.0% |
| 7D | +10.0% | -2.0% | +12.0% | +10.6% |
| 30D | -18.2% | +13.7% | -31.9% | -21.6% |
| 3M | -29.0% | -4.8% | -24.2% | -27.7% |
| 6M | -25.9% | +7.6% | -33.5% | -27.4% |
| YTD | +14.1% | +1.2% | +12.9% | +11.0% |
| 1Y | +21.7% | -2.3% | +23.9% | +21.1% |
| All | +21.7% | -1.5% | +23.2% | +21.1% |
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