+119.9%
NDAQ vs BAM
+85.9%
+34.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.1% |
| 7D | +0.8% | +9.7% | -8.9% | -3.0% |
| 30D | +16.5% | +19.0% | -2.5% | +8.4% |
| 3M | +13.5% | +0.6% | +12.9% | +12.8% |
| 6M | +20.9% | +11.1% | +9.8% | +14.9% |
| YTD | +11.4% | +4.2% | +7.2% | +8.2% |
| 1Y | +25.9% | +3.3% | +22.6% | +22.5% |
| 3Y | +119.9% | +88.8% | +31.1% | +80.2% |
| All | +119.9% | +85.9% | +34.0% | +80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling