+289.5%
BNY vs BAM
+50.2%
+239.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | +0.7% |
| 7D | +0.3% | -3.9% | +4.2% | +1.8% |
| 30D | +1.9% | -8.8% | +10.7% | +5.4% |
| 3M | +13.9% | +2.2% | +11.7% | +12.3% |
| 6M | +42.3% | +5.9% | +36.4% | +37.7% |
| YTD | +41.8% | -6.1% | +48.0% | +43.6% |
| 1Y | +57.9% | -11.6% | +69.6% | +63.5% |
| All | +289.5% | +50.2% | +239.3% | +220.6% |
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