+65.2%
CAPR vs BAM
-1.2%
+66.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.2% | -7.1% |
| 7D | +5.9% | -2.7% | +8.6% | +7.5% |
| 30D | +44.6% | +15.5% | +29.1% | +36.0% |
| 3M | +126.4% | -6.9% | +133.2% | +129.3% |
| 6M | -68.6% | +9.9% | -78.5% | -72.6% |
| YTD | -67.0% | +1.4% | -68.4% | -72.4% |
| 1Y | +65.2% | +3.3% | +61.9% | -5.1% |
| All | +65.2% | -1.2% | +66.4% | -5.1% |
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