-8.5%
BIDU vs BAM
+78.0%
-86.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +3.9% |
| 7D | +2.4% | -2.0% | +4.4% | +3.1% |
| 30D | -10.5% | -2.9% | -7.6% | -9.6% |
| 3M | -26.2% | +9.4% | -35.6% | -28.7% |
| 6M | -16.4% | +10.8% | -27.1% | -19.8% |
| YTD | -23.9% | -0.4% | -23.4% | -24.4% |
| 1Y | +1.3% | -10.9% | +12.1% | +4.2% |
| 3Y | -32.1% | +61.3% | -93.3% | -46.8% |
| All | -8.5% | +78.0% | -86.4% | -31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling