+18.4%
IP vs BAM
+78.0%
-59.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +1.9% |
| 7D | -5.3% | -2.0% | -3.3% | -4.5% |
| 30D | -10.9% | -2.9% | -7.9% | -9.9% |
| 3M | +11.2% | +9.4% | +1.8% | +7.0% |
| 6M | -10.2% | +10.8% | -21.0% | -14.2% |
| YTD | -2.0% | -0.4% | -1.5% | -2.7% |
| 1Y | -19.1% | -10.9% | -8.2% | -16.4% |
| 3Y | +20.9% | +61.3% | -40.4% | +0.9% |
| All | +18.4% | +78.0% | -59.6% | -6.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling