+103.1%
BB vs BAM
-1.5%
+104.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.1% |
| 7D | +9.0% | -2.0% | +11.0% | +9.9% |
| 30D | +7.7% | +13.7% | -6.0% | +2.4% |
| 3M | +4.0% | -4.8% | +8.7% | +6.0% |
| 6M | +46.6% | +7.6% | +39.0% | +42.3% |
| YTD | +140.6% | +1.2% | +139.5% | +139.5% |
| 1Y | +103.1% | -2.3% | +105.4% | +106.2% |
| All | +103.1% | -1.5% | +104.7% | +106.2% |
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 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