+14.4%
FIX vs BAM
+4.2%
+10.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +6.2% | -21.3% | -16.0% |
| 7D | -18.9% | +14.2% | -33.1% | -21.5% |
| 30D | -36.3% | +21.0% | -57.3% | -39.4% |
| 3M | -38.5% | +5.2% | -43.7% | -39.2% |
| 6M | -42.3% | +16.0% | -58.2% | -45.4% |
| YTD | +17.1% | +6.5% | +10.6% | +12.5% |
| 1Y | +14.4% | +4.4% | +10.0% | +12.3% |
| All | +14.4% | +4.2% | +10.1% | +12.3% |
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 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