-29.4%
ADBE vs BAM
+81.2%
-110.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.6% | -2.7% | +4.3% | +2.5% |
| 30D | +1.0% | +15.5% | -14.5% | -4.4% |
| 3M | -10.1% | -6.9% | -3.3% | -8.1% |
| 6M | +3.0% | +9.9% | -6.9% | -1.4% |
| YTD | -30.5% | +1.4% | -31.9% | -31.7% |
| 1Y | -27.1% | +3.3% | -30.4% | -28.9% |
| 3Y | -58.8% | +83.6% | -142.5% | -67.8% |
| All | -29.4% | +81.2% | -110.6% | -45.4% |
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