+25.9%
HPQ vs BAM
+66.6%
-40.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.0% |
| 7D | +6.9% | -2.0% | +8.9% | +7.8% |
| 30D | +14.4% | -2.9% | +17.4% | +15.6% |
| 3M | +25.6% | +9.4% | +16.2% | +19.8% |
| 6M | +75.0% | +10.8% | +64.3% | +65.1% |
| YTD | +50.7% | -0.4% | +51.1% | +49.1% |
| 1Y | +18.7% | -10.9% | +29.5% | +23.8% |
| All | +25.9% | +66.6% | -40.7% | -1.9% |
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