-44.7%
JBLU vs BAM
+66.2%
-110.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.0% | -6.6% | +1.6% | +0.3% |
| 30D | -23.9% | -12.4% | -11.4% | -15.3% |
| 3M | -11.6% | +2.4% | -14.0% | -13.4% |
| 6M | -0.2% | +7.9% | -8.2% | -5.2% |
| YTD | -3.3% | -7.0% | +3.7% | +1.9% |
| 1Y | -15.4% | -13.4% | -2.0% | -6.4% |
| 3Y | -14.7% | +46.9% | -61.6% | -36.6% |
| All | -44.7% | +66.2% | -110.9% | -62.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling