+13.5%
EQX vs BAM
-11.5%
+25.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -3.2% | -6.6% | +3.4% | 0.0% |
| 30D | +7.8% | -12.4% | +20.2% | +14.4% |
| 3M | +21.3% | +2.4% | +19.0% | +19.7% |
| 6M | -22.4% | +7.9% | -30.4% | -24.1% |
| YTD | -11.3% | -7.0% | -4.3% | -12.3% |
| 1Y | +13.5% | -13.4% | +26.9% | +11.9% |
| All | +13.5% | -11.5% | +25.0% | +11.9% |
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