+60.6%
DAR vs BAM
+5.0%
+55.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.3% | +4.9% |
| 7D | -2.8% | +5.3% | -8.0% | -2.2% |
| 30D | -12.8% | +18.1% | -30.9% | -11.2% |
| 3M | -11.6% | +4.2% | -15.8% | -10.4% |
| 6M | -16.8% | +11.1% | -27.9% | -15.4% |
| YTD | +45.9% | +6.6% | +39.3% | +48.9% |
| All | +60.6% | +5.0% | +55.6% | +62.8% |
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