+13.8%
IP vs BAM
+84.2%
-70.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -0.9% | -2.6% |
| 7D | -5.0% | +7.9% | -12.9% | -8.3% |
| 30D | +6.5% | +16.0% | -9.5% | -0.5% |
| 3M | -18.0% | +0.6% | -18.7% | -18.5% |
| 6M | +10.3% | +10.5% | -0.2% | +5.0% |
| YTD | -9.9% | +3.2% | -13.1% | -12.2% |
| 1Y | -1.1% | +1.0% | -2.1% | -2.9% |
| All | +13.8% | +84.2% | -70.3% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling