+63.5%
DUK vs BAM
+91.9%
-28.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +1.9% | +0.7% |
| 7D | +1.9% | +5.0% | -3.1% | +1.8% |
| 30D | +10.5% | +16.6% | -6.1% | +10.3% |
| 3M | +7.3% | +2.2% | +5.1% | +7.1% |
| 6M | +5.7% | +9.7% | -4.0% | +5.5% |
| YTD | +12.9% | +5.2% | +7.6% | +12.8% |
| 1Y | +8.6% | +3.9% | +4.7% | +8.5% |
| 3Y | +63.5% | +91.5% | -28.0% | +50.8% |
| All | +63.5% | +91.9% | -28.4% | +50.8% |
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