+81.6%
ARWR vs BAM
+86.2%
-4.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.7% |
| 7D | -2.9% | +9.7% | -12.6% | -8.3% |
| 30D | -5.4% | +19.0% | -24.4% | -14.9% |
| 3M | -32.2% | +0.6% | -32.8% | -32.8% |
| 6M | -26.5% | +11.1% | -37.6% | -32.1% |
| YTD | -12.4% | +4.2% | -16.6% | -16.5% |
| 1Y | +46.9% | +3.3% | +43.5% | +40.4% |
| 3Y | +116.0% | +88.8% | +27.2% | +51.6% |
| All | +81.6% | +86.2% | -4.6% | +32.2% |
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