-97.3%
IRE vs BAM
+2.1%
-99.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -1.7% | +13.9% | +14.1% |
| 7D | -15.1% | -2.9% | -12.3% | -10.8% |
| 30D | -71.4% | +14.7% | -86.0% | -77.0% |
| 3M | -81.2% | -4.1% | -77.0% | -80.1% |
| 6M | -93.7% | +9.6% | -103.3% | -94.7% |
| YTD | -92.2% | +3.4% | -95.6% | -92.4% |
| 1Y | -97.3% | +1.0% | -98.3% | -97.2% |
| All | -97.3% | +2.1% | -99.4% | -97.2% |
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