+46.9%
DUK vs BAM
+50.2%
-3.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.6% |
| 7D | -0.1% | -3.9% | +3.8% | 0.0% |
| 30D | +0.2% | -8.8% | +9.1% | +0.4% |
| 3M | -1.9% | +2.2% | -4.1% | -1.9% |
| 6M | -6.5% | +5.9% | -12.4% | -6.7% |
| YTD | +5.4% | -6.1% | +11.5% | +5.6% |
| 1Y | +3.6% | -11.6% | +15.2% | +4.0% |
| All | +46.9% | +50.2% | -3.3% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling