+56.8%
BNY vs BAM
-11.5%
+68.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.1% | +0.4% |
| 7D | -1.1% | -6.1% | +5.0% | +0.9% |
| 30D | +1.4% | -13.8% | +15.3% | +6.2% |
| 3M | +16.8% | +4.4% | +12.4% | +14.4% |
| 6M | +42.0% | +6.4% | +35.6% | +37.3% |
| YTD | +41.9% | -7.1% | +49.0% | +43.2% |
| All | +56.8% | -11.5% | +68.3% | +61.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling