+87.6%
ABNB vs BAM
+86.2%
+1.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.9% | +10.7% | +11.1% |
| 7D | +15.6% | +9.7% | +5.9% | +9.8% |
| 30D | +18.3% | +19.0% | -0.7% | +7.3% |
| 3M | +25.3% | +0.6% | +24.7% | +24.5% |
| 6M | +35.8% | +11.1% | +24.7% | +26.7% |
| YTD | +40.0% | +4.2% | +35.8% | +34.7% |
| 1Y | +57.6% | +3.3% | +54.3% | +51.9% |
| 3Y | +60.8% | +88.8% | -28.0% | +4.8% |
| All | +87.6% | +86.2% | +1.4% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling