+71.8%
GH vs BAM
+4.2%
+67.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.2% | -9.9% | -5.0% |
| 7D | -7.7% | +14.2% | -21.9% | -10.8% |
| 30D | -10.0% | +21.0% | -30.9% | -14.6% |
| 3M | +5.5% | +5.2% | +0.3% | +4.1% |
| 6M | +84.9% | +16.0% | +68.9% | +73.2% |
| YTD | +65.0% | +6.5% | +58.6% | +57.3% |
| 1Y | +71.8% | +4.4% | +67.4% | +64.5% |
| All | +71.8% | +4.2% | +67.5% | +64.5% |
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