+39.1%
BKNG vs BAM
+50.2%
-11.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.4% | -1.5% | -2.8% |
| 7D | -13.1% | -3.9% | -9.2% | -11.5% |
| 30D | -18.5% | -8.8% | -9.7% | -15.2% |
| 3M | +5.8% | +2.2% | +3.6% | +4.5% |
| 6M | -2.1% | +5.9% | -8.0% | -5.2% |
| YTD | -18.6% | -6.1% | -12.5% | -17.0% |
| 1Y | -21.7% | -11.6% | -10.0% | -18.4% |
| All | +39.1% | +50.2% | -11.1% | +17.0% |
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