+6.5%
LYV vs BAM
-8.8%
+15.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.9% | -2.4% |
| 7D | -4.5% | -2.0% | -2.5% | -4.1% |
| 30D | -5.5% | -2.9% | -2.5% | -4.9% |
| 3M | +7.8% | +9.4% | -1.6% | +5.2% |
| 6M | +9.4% | +10.8% | -1.4% | +5.7% |
| YTD | +21.8% | -0.4% | +22.2% | +20.3% |
| 1Y | +6.5% | -10.9% | +17.3% | +4.8% |
| All | +6.5% | -8.8% | +15.3% | +4.8% |
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