+0.8%
EMB vs BAM
+5.0%
-4.2%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.4% |
| 7D | +0.8% | +5.3% | -4.4% | +0.3% |
| 30D | +1.5% | +18.1% | -16.6% | -0.1% |
| 3M | -1.9% | +4.2% | -6.2% | -2.4% |
| 6M | -1.6% | +11.1% | -12.7% | -2.8% |
| YTD | 0.0% | +6.6% | -6.6% | -1.5% |
| All | +0.8% | +5.0% | -4.2% | -0.7% |
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