-14.9%
JBLU vs BAM
+48.7%
-63.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +1.1% |
| 7D | -4.8% | -6.1% | +1.3% | +0.4% |
| 30D | -24.4% | -13.8% | -10.6% | -14.1% |
| 3M | -4.8% | +4.4% | -9.1% | -8.3% |
| 6M | -0.5% | +6.4% | -6.9% | -4.8% |
| YTD | -3.5% | -7.1% | +3.5% | +1.9% |
| 1Y | -13.6% | -11.8% | -1.8% | -5.3% |
| All | -14.9% | +48.7% | -63.6% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling