+46.1%
LNG vs BAM
-1.2%
+47.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.2% |
| 7D | +11.3% | -2.7% | +14.0% | +10.8% |
| 30D | +10.6% | +15.5% | -4.9% | +13.6% |
| 3M | +16.1% | -6.9% | +23.0% | +14.9% |
| 6M | +29.6% | +9.9% | +19.7% | +32.8% |
| YTD | +60.3% | +1.4% | +58.9% | +65.2% |
| 1Y | +46.1% | +3.3% | +42.8% | +50.9% |
| All | +46.1% | -1.2% | +47.3% | +50.9% |
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