+1,278.3%
IREN vs BAM
+86.2%
+1,192.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.0% | +0.9% | +19.1% | +19.1% |
| 7D | -9.6% | +9.7% | -19.4% | -18.6% |
| 30D | -44.1% | +19.0% | -63.1% | -54.0% |
| 3M | -42.9% | +0.6% | -43.5% | -44.7% |
| 6M | -64.5% | +11.1% | -75.6% | -69.1% |
| YTD | -42.7% | +4.2% | -46.9% | -47.2% |
| 1Y | -67.7% | +3.3% | -71.0% | -69.9% |
| 3Y | +547.9% | +88.8% | +459.1% | +230.5% |
| All | +1,278.3% | +86.2% | +1,192.1% | +613.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling