+221.5%
MKSI vs BAM
+78.0%
+143.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +3.8% |
| 7D | +1.8% | -2.0% | +3.8% | +3.3% |
| 30D | -16.8% | -2.9% | -13.9% | -15.6% |
| 3M | -21.1% | +9.4% | -30.5% | -27.2% |
| 6M | +10.8% | +10.8% | +0.1% | +0.9% |
| YTD | +63.3% | -0.4% | +63.8% | +59.4% |
| 1Y | +157.0% | -10.9% | +167.8% | +174.2% |
| 3Y | +163.7% | +61.3% | +102.5% | +80.9% |
| All | +221.5% | +78.0% | +143.5% | +104.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling