+21.3%
IQV vs BAM
-1.4%
+22.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | -0.6% |
| 7D | +2.4% | -2.0% | +4.4% | +3.0% |
| 30D | +4.0% | +13.7% | -9.7% | -0.3% |
| 3M | +12.2% | -4.8% | +16.9% | +14.0% |
| 6M | +54.9% | +7.6% | +47.3% | +50.0% |
| YTD | +20.3% | +1.2% | +19.1% | +18.2% |
| All | +21.3% | -1.4% | +22.7% | +18.3% |
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 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