+10.7%
HON vs BAM
+86.2%
-75.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.0% | +1.7% |
| 7D | +0.8% | +9.7% | -8.9% | -1.5% |
| 30D | +5.7% | +19.0% | -13.3% | +1.2% |
| 3M | -8.3% | +0.6% | -8.9% | -8.7% |
| 6M | -2.4% | +11.1% | -13.5% | -5.6% |
| YTD | +9.0% | +4.2% | +4.8% | +6.8% |
| 1Y | +9.2% | +3.3% | +5.9% | +7.1% |
| 3Y | +26.3% | +88.8% | -62.4% | +4.3% |
| All | +10.7% | +86.2% | -75.5% | -8.6% |
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