+37.0%
CHYM vs BAM
-8.8%
+45.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | -0.3% |
| 7D | +1.7% | -2.0% | +3.7% | +3.7% |
| 30D | +30.2% | -2.9% | +33.2% | +34.0% |
| 3M | +85.9% | +9.4% | +76.5% | +70.0% |
| 6M | +49.9% | +10.8% | +39.2% | +35.0% |
| YTD | +34.1% | -0.4% | +34.6% | +34.7% |
| 1Y | +37.0% | -10.9% | +47.9% | +56.4% |
| All | +37.0% | -8.8% | +45.8% | +56.4% |
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