-4.8%
BLDR vs BAM
+81.2%
-86.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -3.0% | -2.7% | -0.3% | -1.1% |
| 30D | +20.1% | +15.5% | +4.6% | +10.4% |
| 3M | -17.5% | -6.9% | -10.7% | -13.4% |
| 6M | -16.1% | +9.9% | -26.0% | -20.3% |
| YTD | -41.0% | +1.4% | -42.4% | -41.7% |
| 1Y | -41.6% | +3.3% | -44.9% | -43.0% |
| 3Y | -50.8% | +83.6% | -134.5% | -67.2% |
| All | -4.8% | +81.2% | -86.0% | -36.0% |
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 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