+21.3%
EME vs BAM
-12.6%
+33.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | -0.1% | -1.7% |
| 7D | +2.7% | -3.9% | +6.7% | +4.0% |
| 30D | -6.8% | -8.8% | +2.0% | -4.3% |
| 3M | -8.8% | +2.2% | -11.0% | -10.4% |
| 6M | +5.0% | +5.9% | -0.9% | +1.1% |
| YTD | +23.5% | -6.1% | +29.6% | +24.2% |
| 1Y | +21.3% | -11.6% | +32.9% | +25.9% |
| All | +21.3% | -12.6% | +33.9% | +25.9% |
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