+211.6%
HAS vs BAM
+93.4%
+118.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +0.8% |
| 7D | +2.2% | +5.3% | -3.1% | +0.1% |
| 30D | +29.6% | +18.1% | +11.5% | +21.4% |
| 3M | +30.3% | +4.2% | +26.0% | +27.8% |
| 6M | +25.6% | +11.1% | +14.5% | +19.7% |
| YTD | +50.8% | +6.6% | +44.2% | +45.4% |
| 1Y | +63.0% | +6.2% | +56.8% | +57.0% |
| 3Y | +211.6% | +95.0% | +116.6% | +98.7% |
| All | +211.6% | +93.4% | +118.2% | +98.7% |
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