-98.3%
DFNS vs BAM
-8.8%
-89.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | -0.7% |
| 7D | -16.0% | -2.0% | -14.0% | -11.5% |
| 30D | -77.7% | -2.9% | -74.8% | -76.4% |
| 3M | -77.2% | +9.4% | -86.6% | -81.0% |
| 6M | -95.2% | +10.8% | -105.9% | -96.0% |
| YTD | -98.0% | -0.4% | -97.5% | -98.1% |
| 1Y | -98.3% | -10.9% | -87.4% | -98.1% |
| All | -98.3% | -8.8% | -89.4% | -98.1% |
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 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