+12.1%
CI vs BAM
-1.2%
+13.3%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.2% | -2.7% | +3.8% | +1.2% |
| 30D | +2.6% | +15.5% | -12.9% | +2.5% |
| 3M | +7.4% | -6.9% | +14.3% | +6.7% |
| 6M | -0.1% | +9.9% | -10.0% | -0.6% |
| YTD | +9.7% | +1.4% | +8.4% | +9.9% |
| 1Y | +12.1% | +3.3% | +8.9% | +12.8% |
| All | +12.1% | -1.2% | +13.3% | +12.8% |
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