+95.6%
HBM vs BAM
-11.5%
+107.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.3% | -6.6% | +3.3% | 0.0% |
| 30D | -4.8% | -12.4% | +7.6% | +1.7% |
| 3M | -0.4% | +2.4% | -2.8% | -2.6% |
| 6M | +17.9% | +7.9% | +9.9% | +13.3% |
| YTD | +33.7% | -7.0% | +40.7% | +33.6% |
| 1Y | +95.6% | -13.4% | +109.0% | +103.5% |
| All | +95.6% | -11.5% | +107.1% | +103.5% |
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 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