+85.3%
MA vs BAM
+80.8%
+4.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.6% |
| 7D | -0.5% | -2.0% | +1.5% | 0.0% |
| 30D | +7.9% | +13.7% | -5.8% | +4.2% |
| 3M | +16.8% | -4.8% | +21.5% | +18.1% |
| 6M | +31.0% | +7.6% | +23.4% | +27.8% |
| YTD | +15.0% | +1.2% | +13.9% | +13.7% |
| 1Y | +17.0% | -2.3% | +19.3% | +16.6% |
| 3Y | +68.5% | +84.1% | -15.6% | +41.5% |
| All | +85.3% | +80.8% | +4.5% | +54.2% |
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