+51.9%
BAC vs BAM
+80.8%
-28.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.6% |
| 7D | +1.5% | -2.0% | +3.5% | +2.4% |
| 30D | -6.4% | +13.7% | -20.1% | -11.5% |
| 3M | -21.7% | -4.8% | -16.9% | -20.3% |
| 6M | +0.5% | +7.6% | -7.1% | -3.6% |
| YTD | -6.7% | +1.2% | -7.8% | -8.5% |
| 1Y | -4.7% | -2.3% | -2.4% | -5.2% |
| 3Y | +96.1% | +84.1% | +12.0% | +44.5% |
| All | +51.9% | +80.8% | -28.9% | +11.6% |
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