+12.6%
BLK vs BAM
+7.5%
+5.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.5% |
| 7D | +3.9% | -2.0% | +5.9% | +5.2% |
| 30D | +14.1% | +13.7% | +0.5% | +5.5% |
| 3M | +5.3% | -4.8% | +10.1% | +8.7% |
| 6M | +12.6% | +7.6% | +5.0% | +5.7% |
| All | +12.6% | +7.5% | +5.1% | +5.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling