-26.2%
LII vs BAM
+4.2%
-30.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.2% | -2.6% | +1.1% |
| 7D | +7.9% | +14.2% | -6.3% | +2.3% |
| 30D | -0.6% | +21.0% | -21.6% | -7.9% |
| 3M | -19.3% | +5.2% | -24.5% | -21.3% |
| 6M | -29.8% | +16.0% | -45.8% | -34.0% |
| YTD | -25.4% | +6.5% | -31.9% | -28.7% |
| 1Y | -26.2% | +4.4% | -30.6% | -29.2% |
| All | -26.2% | +4.2% | -30.4% | -29.2% |
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