+36.9%
DECK vs BAM
+90.3%
-53.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +6.2% | -0.2% | +3.1% |
| 7D | +10.4% | +14.2% | -3.9% | +3.8% |
| 30D | +11.1% | +21.0% | -9.9% | +1.8% |
| 3M | -10.8% | +5.2% | -16.0% | -13.0% |
| 6M | -8.7% | +16.0% | -24.7% | -15.1% |
| YTD | -14.0% | +6.5% | -20.5% | -17.5% |
| 1Y | +12.0% | +4.4% | +7.7% | +8.4% |
| 3Y | -10.5% | +90.0% | -100.5% | -25.0% |
| All | +36.9% | +90.3% | -53.4% | +14.3% |
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