+69.6%
BLK vs BAM
+57.7%
+11.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | 0.0% |
| 7D | -2.4% | -1.6% | -0.8% | -1.6% |
| 30D | -3.1% | -6.0% | +2.9% | 0.0% |
| 3M | +10.7% | +7.3% | +3.3% | +6.2% |
| 6M | +15.9% | +8.2% | +7.7% | +10.6% |
| YTD | +4.0% | -3.8% | +7.9% | +5.3% |
| 1Y | +1.3% | -10.7% | +12.0% | +6.0% |
| 3Y | +69.6% | +55.3% | +14.2% | +28.4% |
| All | +69.6% | +57.7% | +11.9% | +28.4% |
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