+24.4%
LNG vs BAM
-8.8%
+33.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.5% |
| 7D | +3.4% | -2.0% | +5.4% | +3.2% |
| 30D | +14.9% | -2.9% | +17.8% | +14.5% |
| 3M | +21.4% | +9.4% | +12.0% | +23.2% |
| 6M | +17.8% | +10.8% | +7.1% | +20.2% |
| YTD | +51.3% | -0.4% | +51.7% | +54.4% |
| 1Y | +24.4% | -10.9% | +35.3% | +27.9% |
| All | +24.4% | -8.8% | +33.3% | +27.9% |
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