-28.1%
LII vs BAM
+3.7%
-31.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.8% | +0.1% |
| 7D | +0.4% | +5.0% | -4.6% | -1.6% |
| 30D | -2.4% | +16.6% | -19.0% | -8.3% |
| 3M | -17.5% | +2.2% | -19.7% | -18.6% |
| 6M | -32.8% | +9.7% | -42.5% | -35.6% |
| YTD | -27.7% | +5.2% | -32.9% | -30.5% |
| 1Y | -28.1% | +3.9% | -32.0% | -30.8% |
| All | -28.1% | +3.7% | -31.7% | -30.8% |
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