+288.3%
IOT vs BAM
+66.1%
+222.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | +0.2% |
| 7D | -0.8% | -6.1% | +5.3% | +3.7% |
| 30D | -4.7% | -13.8% | +9.2% | +6.0% |
| 3M | +17.8% | +4.4% | +13.4% | +13.5% |
| 6M | +16.8% | +6.4% | +10.4% | +9.9% |
| YTD | +8.4% | -7.1% | +15.5% | +12.3% |
| 1Y | -0.8% | -11.8% | +11.0% | +6.9% |
| 3Y | +25.7% | +50.2% | -24.4% | -10.4% |
| All | +288.3% | +66.1% | +222.1% | +155.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling