+197.3%
MKSI vs BAM
+48.8%
+148.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.0% | +2.1% |
| 7D | +2.7% | -6.6% | +9.3% | +8.1% |
| 30D | -12.8% | -12.4% | -0.4% | -3.9% |
| 3M | -22.5% | +2.4% | -24.9% | -25.6% |
| 6M | +19.4% | +7.9% | +11.5% | +9.0% |
| YTD | +67.7% | -7.0% | +74.7% | +71.6% |
| 1Y | +131.4% | -13.4% | +144.8% | +153.0% |
| 3Y | +197.3% | +46.9% | +150.5% | +82.1% |
| All | +197.3% | +48.8% | +148.6% | +82.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling