+891.0%
LITE vs BAM
+86.2%
+804.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.9% | +4.7% | +5.2% |
| 7D | -35.9% | +9.7% | -45.7% | -39.8% |
| 30D | -51.5% | +19.0% | -70.5% | -56.7% |
| 3M | -35.7% | +0.6% | -36.3% | -37.1% |
| 6M | -43.0% | +11.1% | -54.0% | -48.5% |
| YTD | +46.1% | +4.2% | +41.9% | +35.4% |
| 1Y | +124.7% | +3.3% | +121.4% | +110.6% |
| 3Y | +1,172.1% | +88.8% | +1,083.3% | +750.5% |
| All | +891.0% | +86.2% | +804.7% | +558.3% |
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