+207.4%
ALAB vs BAM
+42.7%
+164.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.3% | +5.6% |
| 7D | -26.3% | +9.7% | -36.0% | -31.4% |
| 30D | -50.1% | +19.0% | -69.1% | -56.5% |
| 3M | -42.5% | +0.6% | -43.0% | -43.2% |
| 6M | -10.8% | +11.1% | -21.9% | -19.9% |
| YTD | +14.6% | +4.2% | +10.5% | +7.3% |
| 1Y | +17.1% | +3.3% | +13.8% | +10.3% |
| All | +207.4% | +42.7% | +164.7% | +112.3% |
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 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