+40.1%
LNT vs BAM
+71.9%
-31.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.4% | +1.3% |
| 7D | +1.0% | -1.6% | +2.6% | +1.2% |
| 30D | -1.1% | -6.0% | +4.9% | -0.5% |
| 3M | -3.6% | +7.3% | -10.9% | -4.6% |
| 6M | -2.7% | +8.2% | -10.9% | -3.9% |
| YTD | +8.0% | -3.8% | +11.9% | +8.1% |
| 1Y | +10.5% | -10.7% | +21.2% | +11.5% |
| 3Y | +49.6% | +55.3% | -5.8% | +35.1% |
| All | +40.1% | +71.9% | -31.7% | +25.0% |
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