+129.6%
DDOG vs BAM
+86.2%
+43.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.2% |
| 7D | -23.9% | +9.7% | -33.6% | -27.1% |
| 30D | -34.0% | +19.0% | -53.0% | -39.0% |
| 3M | -21.9% | +0.6% | -22.5% | -22.7% |
| 6M | +24.6% | +11.1% | +13.5% | +17.1% |
| YTD | +31.7% | +4.2% | +27.5% | +27.3% |
| 1Y | -6.2% | +3.3% | -9.5% | -9.1% |
| 3Y | +125.1% | +88.8% | +36.3% | +71.6% |
| All | +129.6% | +86.2% | +43.4% | +78.1% |
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 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