+719.8%
FIX vs BAM
+86.2%
+633.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.0% |
| 7D | -17.5% | +9.7% | -27.2% | -22.1% |
| 30D | -41.6% | +19.0% | -60.6% | -47.4% |
| 3M | -40.6% | +0.6% | -41.1% | -41.5% |
| 6M | -49.4% | +11.1% | -60.4% | -53.4% |
| YTD | +9.2% | +4.2% | +5.0% | +3.3% |
| 1Y | +6.5% | +3.3% | +3.1% | +1.4% |
| 3Y | +448.7% | +88.8% | +360.0% | +302.4% |
| All | +719.8% | +86.2% | +633.6% | +498.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling