+18.1%
ALNY vs BAM
+71.9%
-53.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.2% | -1.4% |
| 7D | +5.7% | -1.6% | +7.3% | +6.1% |
| 30D | +18.7% | -6.0% | +24.6% | +20.4% |
| 3M | -11.0% | +7.3% | -18.3% | -12.7% |
| 6M | -18.9% | +8.2% | -27.1% | -20.9% |
| YTD | -34.6% | -3.8% | -30.7% | -34.6% |
| 1Y | -42.8% | -10.7% | -32.1% | -41.9% |
| 3Y | +29.1% | +55.3% | -26.2% | +8.9% |
| All | +18.1% | +71.9% | -53.8% | -3.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling