+33.3%
AMAT vs BAM
+1.3%
+32.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.0% | -10.5% | -12.6% |
| 7D | -24.3% | +7.9% | -32.2% | -26.0% |
| 30D | -39.8% | +16.0% | -55.8% | -42.8% |
| 3M | -40.2% | +0.6% | -40.8% | -40.2% |
| 6M | -22.1% | +10.5% | -32.6% | -25.4% |
| YTD | +24.7% | +3.2% | +21.5% | +25.1% |
| 1Y | +33.3% | +1.0% | +32.2% | +36.3% |
| All | +33.3% | +1.3% | +32.0% | +36.3% |
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 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