+48.0%
BAX vs BAM
+4.2%
+43.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.2% | -2.2% | +1.1% |
| 7D | +4.1% | +14.2% | -10.1% | -2.2% |
| 30D | +9.4% | +21.0% | -11.6% | +0.1% |
| 3M | -6.5% | +5.2% | -11.7% | -9.0% |
| 6M | +59.6% | +16.0% | +43.6% | +48.3% |
| YTD | +38.9% | +6.5% | +32.4% | +31.2% |
| 1Y | +48.0% | +4.4% | +43.6% | +39.4% |
| All | +48.0% | +4.2% | +43.8% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling