+121.6%
HAS vs BAM
+84.5%
+37.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.4% | -0.6% |
| 7D | 0.0% | +7.9% | -8.0% | -2.8% |
| 30D | +31.3% | +16.0% | +15.3% | +24.5% |
| 3M | +32.1% | +0.6% | +31.5% | +31.5% |
| 6M | +28.1% | +10.5% | +17.6% | +22.7% |
| YTD | +49.1% | +3.2% | +45.9% | +45.8% |
| 1Y | +60.5% | +1.0% | +59.5% | +57.9% |
| 3Y | +183.9% | +84.2% | +99.6% | +126.0% |
| All | +121.6% | +84.5% | +37.1% | +75.4% |
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