+40.1%
ABNB vs BAM
-12.8%
+52.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.6% | -2.8% |
| 7D | -4.4% | -1.6% | -2.8% | -3.8% |
| 30D | -2.0% | -6.0% | +4.0% | +0.3% |
| 3M | +29.8% | +7.3% | +22.5% | +25.5% |
| 6M | +31.0% | +8.2% | +22.8% | +25.6% |
| YTD | +28.6% | -3.8% | +32.4% | +27.3% |
| 1Y | +40.1% | -10.7% | +50.8% | +39.9% |
| All | +40.1% | -12.8% | +52.8% | +39.9% |
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