+30.6%
DD vs BAM
+2.1%
+28.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.2% |
| 7D | +3.2% | -2.9% | +6.1% | +4.4% |
| 30D | +20.3% | +14.7% | +5.6% | +13.8% |
| 3M | +8.2% | -4.1% | +12.3% | +9.8% |
| 6M | +3.4% | +9.6% | -6.2% | -0.9% |
| YTD | +30.6% | +3.4% | +27.2% | +25.4% |
| 1Y | +30.6% | +1.0% | +29.6% | +26.0% |
| All | +30.6% | +2.1% | +28.5% | +26.0% |
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