+64.9%
NDAQ vs BAM
+86.2%
-21.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.1% |
| 7D | +0.8% | +9.7% | -8.9% | -2.7% |
| 30D | +16.5% | +19.0% | -2.5% | +9.1% |
| 3M | +13.5% | +0.6% | +12.9% | +12.9% |
| 6M | +20.9% | +11.1% | +9.8% | +15.5% |
| YTD | +11.4% | +4.2% | +7.2% | +8.6% |
| 1Y | +25.9% | +3.3% | +22.6% | +22.9% |
| 3Y | +119.9% | +88.8% | +31.1% | +78.3% |
| All | +64.9% | +86.2% | -21.3% | +32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling