-65.6%
CHTR vs BAM
+67.8%
-133.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.4% | -5.8% | -7.1% |
| 7D | -15.8% | -3.9% | -11.9% | -14.3% |
| 30D | -12.7% | -8.8% | -3.8% | -9.0% |
| 3M | -1.1% | +2.2% | -3.3% | -1.8% |
| 6M | -39.9% | +5.9% | -45.8% | -41.2% |
| YTD | -35.9% | -6.1% | -29.8% | -34.3% |
| 1Y | -49.2% | -11.6% | -37.5% | -46.8% |
| 3Y | -68.3% | +51.7% | -120.0% | -74.3% |
| All | -65.6% | +67.8% | -133.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling