+187.9%
GH vs BAM
+86.2%
+101.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.2% |
| 7D | -15.6% | +9.7% | -25.3% | -20.1% |
| 30D | -10.4% | +19.0% | -29.4% | -18.9% |
| 3M | -4.3% | +0.6% | -4.8% | -5.7% |
| 6M | +63.5% | +11.1% | +52.5% | +50.8% |
| YTD | +47.7% | +4.2% | +43.5% | +40.6% |
| 1Y | +56.7% | +3.3% | +53.4% | +49.5% |
| 3Y | +443.9% | +88.8% | +355.1% | +222.1% |
| All | +187.9% | +86.2% | +101.6% | +67.5% |
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 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