+360.5%
BE vs BAM
-8.8%
+369.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.6% | +6.7% | +6.9% |
| 7D | +20.0% | -2.0% | +21.9% | +21.6% |
| 30D | +7.9% | -2.9% | +10.8% | +9.6% |
| 3M | -13.2% | +9.4% | -22.6% | -19.9% |
| 6M | +53.5% | +10.8% | +42.7% | +39.6% |
| YTD | +191.0% | -0.4% | +191.5% | +185.8% |
| 1Y | +360.5% | -10.9% | +371.4% | +400.6% |
| All | +360.5% | -8.8% | +369.3% | +400.6% |
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