-1.0%
ALK vs BAM
+4.2%
-5.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.2% | +2.6% | +3.0% |
| 7D | +12.4% | +14.2% | -1.8% | -0.1% |
| 30D | +2.1% | +21.0% | -18.9% | -13.8% |
| 3M | -23.9% | +5.2% | -29.1% | -27.5% |
| 6M | +8.2% | +16.0% | -7.7% | -5.4% |
| YTD | -20.5% | +6.5% | -26.9% | -27.3% |
| 1Y | -1.0% | +4.4% | -5.4% | -7.9% |
| All | -1.0% | +4.2% | -5.3% | -7.9% |
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