+57.4%
INTC vs BAM
+4.2%
+53.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.2% | -10.0% | -4.5% |
| 7D | -39.0% | +14.2% | -53.2% | -40.3% |
| 30D | -49.8% | +21.0% | -70.8% | -51.7% |
| 3M | -42.2% | +5.2% | -47.4% | -42.1% |
| 6M | -39.2% | +16.0% | -55.1% | -41.1% |
| YTD | +57.9% | +6.5% | +51.4% | +49.9% |
| 1Y | +57.4% | +4.4% | +53.0% | +53.1% |
| All | +57.4% | +4.2% | +53.1% | +53.1% |
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