+171.5%
AMZN vs BAM
+86.2%
+85.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.7% |
| 7D | +7.9% | +9.7% | -1.8% | +3.8% |
| 30D | -0.2% | +19.0% | -19.2% | -7.4% |
| 3M | -4.8% | +0.6% | -5.3% | -5.3% |
| 6M | -5.7% | +11.1% | -16.8% | -10.4% |
| YTD | +12.3% | +4.2% | +8.2% | +9.0% |
| 1Y | +6.7% | +3.3% | +3.4% | +3.8% |
| 3Y | +85.6% | +88.8% | -3.2% | +45.2% |
| All | +171.5% | +86.2% | +85.3% | +111.9% |
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 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