+37.7%
BBIO vs BAM
-11.5%
+49.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.2% | -6.6% | +3.4% | -1.8% |
| 30D | -13.6% | -12.4% | -1.2% | -11.2% |
| 3M | +7.2% | +2.4% | +4.9% | +5.5% |
| 6M | +1.5% | +7.9% | -6.5% | -2.2% |
| YTD | -5.3% | -7.0% | +1.7% | -6.4% |
| 1Y | +37.7% | -13.4% | +51.1% | +36.9% |
| All | +37.7% | -11.5% | +49.2% | +36.9% |
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