-66.6%
CHTR vs BAM
+53.8%
-120.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.7% | -2.6% |
| 7D | -0.3% | -1.6% | +1.3% | +0.4% |
| 30D | -4.5% | -6.0% | +1.5% | -1.7% |
| 3M | +10.2% | +7.3% | +2.9% | +7.2% |
| 6M | -37.2% | +8.2% | -45.5% | -39.1% |
| YTD | -30.2% | -3.8% | -26.3% | -29.2% |
| 1Y | -44.8% | -10.7% | -34.0% | -42.5% |
| All | -66.6% | +53.8% | -120.4% | -73.6% |
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