+65.9%
BEN vs BAM
+85.9%
-20.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.8% | +4.2% |
| 7D | +6.6% | +9.7% | -3.1% | +1.1% |
| 30D | +3.8% | +19.0% | -15.1% | -5.9% |
| 3M | +0.2% | +0.6% | -0.3% | -0.6% |
| 6M | +10.4% | +11.1% | -0.6% | +3.1% |
| YTD | +46.2% | +4.2% | +42.0% | +40.7% |
| 1Y | +52.3% | +3.3% | +48.9% | +47.0% |
| 3Y | +65.9% | +88.8% | -22.8% | -2.0% |
| All | +65.9% | +85.9% | -20.0% | -2.0% |
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 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