+52.0%
ABNB vs BAM
+85.2%
-33.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +1.2% |
| 7D | +6.5% | -2.0% | +8.5% | +7.7% |
| 30D | +9.4% | +13.7% | -4.3% | +2.0% |
| 3M | +0.6% | -4.8% | +5.3% | +3.2% |
| 6M | +33.7% | +7.6% | +26.1% | +27.1% |
| YTD | +33.5% | +1.2% | +32.3% | +30.6% |
| 1Y | +48.8% | -2.3% | +51.1% | +48.2% |
| All | +52.0% | +85.2% | -33.1% | -0.9% |
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 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