-56.3%
INIO vs BAM
+18.3%
-74.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +6.2% | -25.7% | -19.9% |
| 7D | -19.7% | +14.2% | -33.9% | -22.7% |
| 30D | -22.3% | +21.0% | -43.3% | -27.5% |
| 3M | -46.1% | +5.2% | -51.3% | -47.2% |
| All | -56.3% | +18.3% | -74.6% | -60.2% |
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 · Available span rolling