+45.2%
NFLX vs BAM
+89.3%
-44.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.8% | +2.6% |
| 7D | -2.8% | -2.9% | +0.1% | -1.9% |
| 30D | -8.6% | +14.7% | -23.3% | -12.8% |
| 3M | -13.7% | -4.1% | -9.6% | -12.7% |
| 6M | -24.5% | +9.6% | -34.1% | -27.2% |
| YTD | -31.2% | +3.4% | -34.6% | -32.7% |
| 1Y | -43.2% | +1.0% | -44.2% | -44.1% |
| All | +45.2% | +89.3% | -44.2% | +19.6% |
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