+42.3%
EQNR vs BAM
+8.2%
+34.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +2.8% |
| 7D | +3.8% | -3.9% | +7.7% | +1.5% |
| 30D | +11.4% | -8.8% | +20.2% | +6.1% |
| 3M | +24.8% | +2.2% | +22.6% | +28.2% |
| 6M | +42.3% | +5.9% | +36.3% | +52.2% |
| All | +42.3% | +8.2% | +34.1% | +52.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling