+232.7%
LITE vs BAM
+4.2%
+228.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.2% | -14.1% | -7.2% |
| 7D | -31.4% | +14.2% | -45.7% | -30.8% |
| 30D | -42.6% | +21.0% | -63.6% | -42.4% |
| 3M | -26.2% | +5.2% | -31.4% | -25.4% |
| 6M | -35.8% | +16.0% | -51.8% | -36.8% |
| YTD | +70.0% | +6.5% | +63.6% | +65.2% |
| 1Y | +232.7% | +4.4% | +228.4% | +234.6% |
| All | +232.7% | +4.2% | +228.5% | +234.6% |
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