+17.1%
ALNY vs BAM
+67.8%
-50.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.2% |
| 7D | -3.5% | -3.9% | +0.4% | -2.6% |
| 30D | +18.9% | -8.8% | +27.7% | +21.6% |
| 3M | -13.3% | +2.2% | -15.5% | -14.0% |
| 6M | -20.3% | +5.9% | -26.2% | -21.8% |
| YTD | -35.1% | -6.1% | -29.0% | -34.8% |
| 1Y | -46.5% | -11.6% | -34.9% | -45.5% |
| 3Y | +28.1% | +51.7% | -23.6% | +8.7% |
| All | +17.1% | +67.8% | -50.7% | -3.3% |
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