+20.2%
HRB vs BAM
+71.9%
-51.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.4% | -3.0% | -5.9% |
| 7D | -9.1% | -1.6% | -7.5% | -8.8% |
| 30D | +0.3% | -6.0% | +6.2% | +1.3% |
| 3M | +23.4% | +7.3% | +16.0% | +21.7% |
| 6M | +45.1% | +8.2% | +36.9% | +42.6% |
| YTD | +8.9% | -3.8% | +12.7% | +9.3% |
| 1Y | -7.9% | -10.7% | +2.8% | -6.7% |
| 3Y | +27.9% | +55.3% | -27.4% | +12.3% |
| All | +20.2% | +71.9% | -51.6% | +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 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