+48.0%
BHP vs BAM
-1.2%
+49.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -0.5% | -2.7% | +2.2% | +0.3% |
| 30D | -4.5% | +15.5% | -20.0% | -8.7% |
| 3M | -6.9% | -6.9% | 0.0% | -4.7% |
| 6M | -10.6% | +9.9% | -20.4% | -13.9% |
| YTD | +37.2% | +1.4% | +35.8% | +31.3% |
| 1Y | +48.0% | +3.3% | +44.8% | +40.2% |
| All | +48.0% | -1.2% | +49.2% | +40.2% |
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