+11.8%
HPQ vs BAM
+86.2%
-74.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.3% | -3.7% |
| 7D | -1.1% | +9.7% | -10.8% | -4.8% |
| 30D | -11.7% | +19.0% | -30.7% | -17.8% |
| 3M | +2.0% | +0.6% | +1.4% | +1.4% |
| 6M | +35.9% | +11.1% | +24.8% | +28.9% |
| YTD | +32.7% | +4.2% | +28.5% | +28.8% |
| 1Y | +14.3% | +3.3% | +11.0% | +11.2% |
| 3Y | +17.8% | +88.8% | -70.9% | -7.4% |
| All | +11.8% | +86.2% | -74.4% | -13.4% |
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