+33.9%
CNI vs BAM
-1.2%
+35.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +2.5% | -2.7% | +5.2% | +3.1% |
| 30D | +6.1% | +15.5% | -9.4% | +2.9% |
| 3M | +0.1% | -6.9% | +7.0% | +1.2% |
| 6M | +14.9% | +9.9% | +5.0% | +12.4% |
| YTD | +30.9% | +1.4% | +29.5% | +31.1% |
| 1Y | +33.9% | +3.3% | +30.6% | +33.1% |
| All | +33.9% | -1.2% | +35.1% | +33.1% |
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