+7.6%
GE vs BAM
-1.5%
+9.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -2.7% |
| 7D | +5.1% | -2.0% | +7.1% | +5.9% |
| 30D | +7.6% | +13.7% | -6.1% | +3.1% |
| 3M | -9.3% | -4.8% | -4.5% | -8.1% |
| 6M | +11.5% | +7.6% | +3.9% | +7.7% |
| YTD | +7.9% | +1.2% | +6.7% | +4.1% |
| 1Y | +7.6% | -2.3% | +9.9% | +4.3% |
| All | +7.6% | -1.5% | +9.2% | +4.3% |
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