+26.6%
BE vs BAM
+2.7%
+23.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +2.9% |
| 7D | -14.7% | +9.7% | -24.4% | -19.0% |
| 30D | -40.5% | +19.0% | -59.5% | -46.4% |
| 3M | -24.3% | +0.6% | -24.9% | -24.5% |
| 6M | -39.3% | +11.1% | -50.4% | -43.9% |
| YTD | +99.4% | +4.2% | +95.2% | +87.6% |
| 1Y | +26.6% | +3.3% | +23.3% | +19.9% |
| All | +26.6% | +2.7% | +23.9% | +19.9% |
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