+175.9%
JCI vs BAM
+85.9%
+90.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.4% |
| 7D | -9.4% | +9.7% | -19.1% | -12.7% |
| 30D | -13.4% | +19.0% | -32.4% | -19.3% |
| 3M | -12.4% | +0.6% | -12.9% | -12.9% |
| 6M | -5.1% | +11.1% | -16.2% | -10.0% |
| YTD | +13.7% | +4.2% | +9.6% | +10.0% |
| 1Y | +11.4% | +3.3% | +8.1% | +7.9% |
| 3Y | +175.9% | +88.8% | +87.1% | +107.2% |
| All | +175.9% | +85.9% | +90.0% | +107.2% |
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