+231.7%
EQX vs BAM
+67.8%
+163.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.0% | +2.5% |
| 7D | +1.7% | -3.9% | +5.7% | +3.1% |
| 30D | +11.1% | -8.8% | +19.9% | +14.5% |
| 3M | +23.1% | +2.2% | +20.9% | +22.2% |
| 6M | -21.8% | +5.9% | -27.8% | -23.0% |
| YTD | -8.1% | -6.1% | -2.0% | -7.1% |
| 1Y | +29.7% | -11.6% | +41.3% | +33.0% |
| 3Y | +179.9% | +51.7% | +128.2% | +132.1% |
| All | +231.7% | +67.8% | +163.9% | +167.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling