+685.5%
BBIO vs BAM
+66.1%
+619.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.7% | -4.3% |
| 7D | -3.9% | -6.1% | +2.2% | -1.2% |
| 30D | -13.4% | -13.8% | +0.5% | -7.7% |
| 3M | +7.6% | +4.4% | +3.2% | +4.3% |
| 6M | -2.4% | +6.4% | -8.9% | -6.6% |
| YTD | -5.2% | -7.1% | +1.8% | -3.9% |
| 1Y | +36.9% | -11.8% | +48.7% | +41.6% |
| 3Y | +155.2% | +50.2% | +105.0% | +94.3% |
| All | +685.5% | +66.1% | +619.3% | +459.7% |
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