-91.3%
IRE vs BAM
+15.2%
-106.5%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +6.2% | -29.4% | -26.6% |
| 7D | -46.8% | +14.2% | -61.1% | -53.9% |
| 30D | -75.5% | +21.0% | -96.5% | -80.5% |
| 3M | -79.4% | +5.2% | -84.6% | -80.6% |
| 6M | -91.3% | +16.0% | -107.2% | -92.9% |
| All | -91.3% | +15.2% | -106.5% | -92.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling