+60.2%
HAS vs BAM
+2.7%
+57.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -0.8% |
| 7D | -0.2% | +9.7% | -9.9% | -2.8% |
| 30D | +31.0% | +19.0% | +12.0% | +24.7% |
| 3M | +30.7% | +0.6% | +30.1% | +29.9% |
| 6M | +23.9% | +11.1% | +12.8% | +20.0% |
| YTD | +48.3% | +4.2% | +44.1% | +45.2% |
| 1Y | +60.2% | +3.3% | +56.9% | +57.0% |
| All | +60.2% | +2.7% | +57.6% | +57.0% |
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