+12.2%
BWA vs BAM
-1.5%
+13.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.1% |
| 7D | +7.3% | -2.0% | +9.3% | +7.9% |
| 30D | -15.8% | +13.7% | -29.5% | -18.9% |
| 3M | -25.7% | -4.8% | -21.0% | -24.8% |
| 6M | -19.6% | +7.6% | -27.2% | -21.7% |
| YTD | +14.1% | +1.2% | +12.9% | +11.1% |
| 1Y | +12.2% | -2.3% | +14.4% | +10.5% |
| All | +12.2% | -1.5% | +13.7% | +10.5% |
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