+134.8%
DAL vs BAM
+78.0%
+56.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.4% |
| 7D | +0.1% | -2.0% | +2.1% | +1.3% |
| 30D | -13.9% | -2.9% | -11.0% | -12.5% |
| 3M | +1.1% | +9.4% | -8.3% | -4.7% |
| 6M | +26.2% | +10.8% | +15.5% | +18.0% |
| YTD | +16.4% | -0.4% | +16.9% | +15.6% |
| 1Y | +33.9% | -10.9% | +44.7% | +41.5% |
| 3Y | +93.4% | +61.3% | +32.1% | +49.0% |
| All | +134.8% | +78.0% | +56.8% | +70.7% |
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