+24.8%
ALAB vs BAM
+5.0%
+19.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +2.3% | +11.4% | +13.0% |
| 7D | -5.6% | +5.3% | -10.8% | -6.6% |
| 30D | -36.6% | +18.1% | -54.7% | -39.9% |
| 3M | -35.1% | +4.2% | -39.3% | -35.3% |
| 6M | +8.5% | +11.1% | -2.5% | +5.3% |
| YTD | +30.4% | +6.6% | +23.8% | +22.9% |
| All | +24.8% | +5.0% | +19.8% | +18.3% |
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