+1,709.5%
BE vs BAM
+85.6%
+1,623.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.2% | -5.1% |
| 7D | +10.8% | -2.7% | +13.5% | +13.4% |
| 30D | -19.8% | +15.5% | -35.3% | -29.9% |
| 3M | -18.7% | -6.9% | -11.9% | -14.4% |
| 6M | -33.7% | +9.9% | -43.6% | -40.4% |
| YTD | +121.0% | +1.4% | +119.6% | +109.3% |
| 1Y | +85.4% | +3.3% | +82.1% | +73.0% |
| 3Y | +1,709.5% | +83.6% | +1,625.9% | +630.8% |
| All | +1,709.5% | +85.6% | +1,623.9% | +630.8% |
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