+84.4%
MRVL vs BAM
-1.5%
+85.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -2.1% |
| 7D | +23.1% | -2.0% | +25.1% | +23.7% |
| 30D | -38.8% | +13.7% | -52.5% | -41.0% |
| 3M | -24.2% | -4.8% | -19.5% | -22.1% |
| 6M | 0.0% | +7.6% | -7.6% | -2.8% |
| YTD | +93.8% | +1.2% | +92.7% | +91.8% |
| 1Y | +84.4% | -2.3% | +86.7% | +88.4% |
| All | +84.4% | -1.5% | +85.9% | +88.4% |
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 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