+0.6%
EMB vs BAM
+4.2%
-3.6%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.2% | -5.2% | +0.5% |
| 7D | +0.7% | +14.2% | -13.5% | -0.5% |
| 30D | +2.3% | +21.0% | -18.6% | +0.6% |
| 3M | -2.5% | +5.2% | -7.7% | -3.1% |
| 6M | -1.1% | +16.0% | -17.1% | -2.6% |
| YTD | -0.6% | +6.5% | -7.1% | -2.1% |
| 1Y | +0.6% | +4.4% | -3.8% | -0.8% |
| All | +0.6% | +4.2% | -3.6% | -0.8% |
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 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