-17.4%
ALB vs BAM
-1.2%
-16.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -5.8% | -2.7% | -3.1% | -5.1% |
| 30D | -4.5% | +15.5% | -20.0% | -8.1% |
| 3M | -28.1% | -6.9% | -21.2% | -27.0% |
| 6M | -53.2% | +9.9% | -63.1% | -54.7% |
| YTD | -33.3% | +1.4% | -34.7% | -36.8% |
| 1Y | -17.4% | +3.3% | -20.7% | -22.8% |
| All | -17.4% | -1.2% | -16.2% | -22.8% |
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 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