-7.5%
ALK vs BAM
+1.3%
-8.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.2% | -0.4% |
| 7D | +7.1% | +7.9% | -0.9% | +0.1% |
| 30D | -3.0% | +16.0% | -19.0% | -14.8% |
| 3M | -25.6% | +0.6% | -26.3% | -26.2% |
| 6M | +0.5% | +10.5% | -10.0% | -8.3% |
| YTD | -23.1% | +3.2% | -26.3% | -27.6% |
| 1Y | -7.5% | +1.0% | -8.6% | -11.4% |
| All | -7.5% | +1.3% | -8.8% | -11.4% |
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