-15.4%
JBLU vs BAM
-11.5%
-3.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.0% | -6.6% | +1.6% | +0.5% |
| 30D | -23.9% | -12.4% | -11.4% | -15.0% |
| 3M | -11.6% | +2.4% | -14.0% | -13.5% |
| 6M | -0.2% | +7.9% | -8.2% | -5.1% |
| YTD | -3.3% | -7.0% | +3.7% | -0.8% |
| 1Y | -15.4% | -13.4% | -2.0% | -10.4% |
| All | -15.4% | -11.5% | -3.9% | -10.4% |
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