+53.8%
IBN vs BAM
+81.2%
-27.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.3% |
| 7D | +1.9% | -2.7% | +4.5% | +2.5% |
| 30D | +22.1% | +15.5% | +6.6% | +18.1% |
| 3M | +17.1% | -6.9% | +24.0% | +18.7% |
| 6M | +35.5% | +9.9% | +25.7% | +32.0% |
| YTD | +16.8% | +1.4% | +15.4% | +15.3% |
| 1Y | +12.4% | +3.3% | +9.1% | +10.4% |
| 3Y | +58.0% | +83.6% | -25.6% | +30.0% |
| All | +53.8% | +81.2% | -27.4% | +25.3% |
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