+791.1%
FIX vs BAM
+88.1%
+703.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | 0.0% |
| 7D | -13.9% | +5.0% | -18.9% | -16.4% |
| 30D | -35.5% | +16.6% | -52.1% | -41.2% |
| 3M | -33.9% | +2.2% | -36.1% | -35.5% |
| 6M | -43.3% | +9.7% | -53.0% | -47.3% |
| YTD | +18.7% | +5.2% | +13.4% | +11.8% |
| 1Y | +13.8% | +3.9% | +9.8% | +8.2% |
| 3Y | +495.0% | +91.5% | +403.4% | +333.7% |
| All | +791.1% | +88.1% | +703.0% | +547.9% |
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 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