+65.9%
MRVL vs BAM
+3.7%
+62.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | +0.1% |
| 7D | -10.2% | +5.0% | -15.2% | -10.8% |
| 30D | -43.9% | +16.6% | -60.5% | -46.0% |
| 3M | -26.0% | +2.2% | -28.2% | -25.5% |
| 6M | -9.2% | +9.7% | -18.9% | -11.3% |
| YTD | +82.0% | +5.2% | +76.7% | +78.5% |
| 1Y | +65.9% | +3.9% | +62.0% | +65.3% |
| All | +65.9% | +3.7% | +62.2% | +65.3% |
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