+49.2%
ARWR vs BAM
+81.2%
-32.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -17.8% | -2.7% | -15.2% | -16.7% |
| 30D | -18.1% | +15.5% | -33.7% | -25.3% |
| 3M | -44.2% | -6.9% | -37.3% | -42.1% |
| 6M | -38.6% | +9.9% | -48.5% | -43.0% |
| YTD | -28.0% | +1.4% | -29.4% | -30.5% |
| 1Y | +16.1% | +3.3% | +12.9% | +10.7% |
| 3Y | +84.0% | +83.6% | +0.3% | +30.9% |
| All | +49.2% | +81.2% | -32.0% | +10.1% |
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 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