+19.3%
A vs BAM
-1.2%
+20.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -0.5% | -2.7% | +2.2% | +0.2% |
| 30D | 0.0% | +15.5% | -15.5% | -3.6% |
| 3M | +16.7% | -6.9% | +23.6% | +19.3% |
| 6M | +54.8% | +9.9% | +44.9% | +50.6% |
| YTD | +28.8% | +1.4% | +27.4% | +27.4% |
| 1Y | +19.3% | +3.3% | +16.0% | +17.1% |
| All | +19.3% | -1.2% | +20.5% | +17.1% |
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