-38.3%
NFLX vs BAM
-12.8%
-25.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.4% |
| 7D | -5.0% | -1.6% | -3.4% | -4.8% |
| 30D | +3.5% | -6.0% | +9.5% | +4.5% |
| 3M | -7.1% | +7.3% | -14.4% | -7.8% |
| 6M | -22.5% | +8.2% | -30.7% | -23.4% |
| YTD | -18.1% | -3.8% | -14.3% | -18.4% |
| 1Y | -38.3% | -10.7% | -27.6% | -38.0% |
| All | -38.3% | -12.8% | -25.6% | -38.0% |
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