+34.5%
BBY vs BAM
+4.2%
+30.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.2% | +1.8% | +5.9% |
| 7D | +4.5% | +14.2% | -9.7% | +0.4% |
| 30D | +16.0% | +21.0% | -5.0% | +9.6% |
| 3M | +18.6% | +5.2% | +13.4% | +15.9% |
| 6M | +80.1% | +16.0% | +64.1% | +70.5% |
| YTD | +57.4% | +6.5% | +51.0% | +53.8% |
| 1Y | +34.5% | +4.4% | +30.1% | +32.0% |
| All | +34.5% | +4.2% | +30.3% | +32.0% |
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