+7.4%
CNI vs BAM
+81.2%
-73.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +2.5% | -2.7% | +5.2% | +3.3% |
| 30D | +6.1% | +15.5% | -9.4% | +2.0% |
| 3M | +0.1% | -6.9% | +7.0% | +1.8% |
| 6M | +14.9% | +9.9% | +5.0% | +11.3% |
| YTD | +30.9% | +1.4% | +29.5% | +29.2% |
| 1Y | +33.9% | +3.3% | +30.6% | +31.4% |
| 3Y | +20.2% | +83.6% | -63.4% | -3.2% |
| All | +7.4% | +81.2% | -73.8% | -14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling