-26.6%
BIDU vs BAM
+88.1%
-114.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.4% | -1.2% |
| 7D | +3.6% | +5.0% | -1.4% | +1.8% |
| 30D | -6.6% | +16.6% | -23.2% | -11.6% |
| 3M | -27.2% | +2.2% | -29.4% | -27.9% |
| 6M | -43.5% | +9.7% | -53.2% | -45.6% |
| YTD | -39.0% | +5.2% | -44.2% | -40.7% |
| 1Y | -39.8% | +3.9% | -43.7% | -41.2% |
| 3Y | -24.8% | +91.5% | -116.3% | -44.7% |
| All | -26.6% | +88.1% | -114.8% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling