-28.6%
BIDU vs BAM
+80.8%
-109.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -1.9% |
| 7D | -2.3% | -2.0% | -0.3% | -1.6% |
| 30D | -7.3% | +13.7% | -21.0% | -11.5% |
| 3M | -26.0% | -4.8% | -21.2% | -24.8% |
| 6M | -44.5% | +7.6% | -52.1% | -46.2% |
| YTD | -40.6% | +1.2% | -41.7% | -41.4% |
| 1Y | -39.8% | -2.3% | -37.5% | -39.9% |
| 3Y | -26.7% | +84.1% | -110.8% | -45.4% |
| All | -28.6% | +80.8% | -109.4% | -47.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling