+271.2%
DOCN vs BAM
+78.0%
+193.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.4% |
| 7D | +1.1% | -2.0% | +3.1% | +2.5% |
| 30D | -9.6% | -2.9% | -6.7% | -8.6% |
| 3M | -37.7% | +9.4% | -47.1% | -42.5% |
| 6M | +115.2% | +10.8% | +104.5% | +95.5% |
| YTD | +133.7% | -0.4% | +134.2% | +129.1% |
| 1Y | +250.2% | -10.9% | +261.0% | +272.0% |
| 3Y | +320.3% | +61.3% | +259.0% | +206.4% |
| All | +271.2% | +78.0% | +193.2% | +157.6% |
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