+40.6%
BBY vs BAM
+50.2%
-9.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -0.4% |
| 7D | +1.2% | -3.9% | +5.1% | +3.0% |
| 30D | +6.8% | -8.8% | +15.6% | +11.1% |
| 3M | +18.7% | +2.2% | +16.6% | +16.5% |
| 6M | +37.3% | +5.9% | +31.4% | +31.9% |
| YTD | +35.3% | -6.1% | +41.4% | +37.4% |
| 1Y | +20.7% | -11.6% | +32.3% | +26.0% |
| All | +40.6% | +50.2% | -9.7% | +13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling