+179.5%
AMZN vs BAM
+90.5%
+89.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +2.0% |
| 7D | +8.7% | +5.3% | +3.4% | +6.4% |
| 30D | +1.7% | +18.1% | -16.4% | -5.3% |
| 3M | -2.8% | +4.2% | -7.0% | -4.8% |
| 6M | -2.1% | +11.1% | -13.2% | -7.0% |
| YTD | +15.6% | +6.6% | +9.0% | +11.2% |
| 1Y | +9.2% | +6.2% | +3.0% | +5.0% |
| 3Y | +89.9% | +95.0% | -5.2% | +46.7% |
| All | +179.5% | +90.5% | +89.0% | +116.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling