+10.6%
IBKR vs BAM
+4.2%
+6.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.7% | -3.0% |
| 7D | -6.8% | +14.2% | -21.0% | -14.2% |
| 30D | -12.5% | +21.0% | -33.5% | -22.6% |
| 3M | -12.0% | +5.2% | -17.2% | -15.2% |
| 6M | -4.5% | +16.0% | -20.5% | -14.8% |
| YTD | +21.5% | +6.5% | +15.0% | +14.3% |
| 1Y | +10.6% | +4.4% | +6.3% | +6.2% |
| All | +10.6% | +4.2% | +6.4% | +6.2% |
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