-41.3%
ALNY vs BAM
-8.8%
-32.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | +12.2% | -2.0% | +14.2% | +12.4% |
| 30D | +16.3% | -2.9% | +19.3% | +16.6% |
| 3M | -12.4% | +9.4% | -21.7% | -12.6% |
| 6M | -18.7% | +10.8% | -29.4% | -19.7% |
| YTD | -33.1% | -0.4% | -32.6% | -34.9% |
| 1Y | -41.3% | -10.9% | -30.5% | -43.9% |
| All | -41.3% | -8.8% | -32.5% | -43.9% |
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