-97.7%
IRE vs BAM
+4.2%
-102.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +6.2% | -29.4% | -29.8% |
| 7D | -46.8% | +14.2% | -61.1% | -57.3% |
| 30D | -75.5% | +21.0% | -96.5% | -82.1% |
| 3M | -79.4% | +5.2% | -84.6% | -81.7% |
| 6M | -91.3% | +16.0% | -107.2% | -93.2% |
| YTD | -90.8% | +6.5% | -97.3% | -91.6% |
| 1Y | -97.7% | +4.4% | -102.1% | -97.8% |
| All | -97.7% | +4.2% | -102.0% | -97.8% |
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