-13.7%
HAL vs BAM
+85.9%
-99.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -12.0% | +9.7% | -21.7% | -14.3% |
| 30D | +0.3% | +19.0% | -18.7% | -4.7% |
| 3M | -1.6% | +0.6% | -2.2% | -2.1% |
| 6M | -20.5% | +11.1% | -31.6% | -23.6% |
| YTD | +14.2% | +4.2% | +10.0% | +11.5% |
| 1Y | +18.9% | +3.3% | +15.5% | +16.1% |
| 3Y | -13.7% | +88.8% | -102.5% | -33.3% |
| All | -13.7% | +85.9% | -99.6% | -33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling