+15.1%
BND vs BAM
+85.9%
-70.8%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | 0.0% | +9.7% | -9.7% | -0.4% |
| 30D | +2.3% | +19.0% | -16.7% | +1.5% |
| 3M | -0.2% | +0.6% | -0.8% | -0.3% |
| 6M | -1.0% | +11.1% | -12.1% | -1.5% |
| YTD | -0.4% | +4.2% | -4.6% | -0.8% |
| 1Y | -0.1% | +3.3% | -3.5% | -0.5% |
| 3Y | +15.1% | +88.8% | -73.6% | +7.4% |
| All | +15.1% | +85.9% | -70.8% | +7.4% |
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