-30.5%
ADBE vs BAM
+86.2%
-116.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.2% |
| 7D | -4.4% | +9.7% | -14.1% | -7.8% |
| 30D | +2.8% | +19.0% | -16.2% | -3.7% |
| 3M | -8.0% | +0.6% | -8.6% | -8.6% |
| 6M | -4.3% | +11.1% | -15.4% | -8.7% |
| YTD | -31.6% | +4.2% | -35.8% | -33.4% |
| 1Y | -26.9% | +3.3% | -30.2% | -28.7% |
| 3Y | -57.7% | +88.8% | -146.4% | -67.3% |
| All | -30.5% | +86.2% | -116.7% | -46.8% |
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