+84.6%
MRK vs BAM
+4.2%
+80.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.2% | -2.3% | +3.5% |
| 7D | +6.7% | +14.2% | -7.5% | +5.9% |
| 30D | +7.8% | +21.0% | -13.2% | +6.7% |
| 3M | +18.2% | +5.2% | +13.0% | +17.7% |
| 6M | +34.7% | +16.0% | +18.7% | +34.3% |
| YTD | +45.8% | +6.5% | +39.3% | +45.3% |
| 1Y | +84.6% | +4.4% | +80.2% | +83.8% |
| All | +84.6% | +4.2% | +80.3% | +83.8% |
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