+131.4%
JCI vs BAM
+84.8%
+46.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +3.1% |
| 7D | +2.9% | -2.9% | +5.8% | +4.1% |
| 30D | -6.9% | +14.7% | -21.6% | -12.1% |
| 3M | -6.3% | -4.1% | -2.2% | -5.2% |
| 6M | +2.6% | +9.6% | -7.0% | -2.1% |
| YTD | +21.8% | +3.4% | +18.4% | +18.0% |
| 1Y | +19.6% | +1.0% | +18.6% | +16.9% |
| 3Y | +194.9% | +88.2% | +106.7% | +119.0% |
| All | +131.4% | +84.8% | +46.6% | +70.5% |
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