-7.4%
JBLU vs BRKR
+54.4%
-61.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +12.9% | -2.2% | +15.1% | +13.4% |
| 30D | +11.0% | +11.0% | +0.1% | +7.3% |
| 3M | -30.8% | +9.5% | -40.4% | -33.2% |
| 6M | -19.0% | +44.5% | -63.4% | -32.8% |
| YTD | -11.6% | +32.9% | -44.5% | -25.2% |
| 1Y | -7.4% | +50.2% | -57.6% | -23.6% |
| All | -7.4% | +54.4% | -61.7% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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