+39.8%
NFLX vs BAM
+85.6%
-45.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -2.0% | -2.7% | +0.7% | -1.1% |
| 30D | -11.9% | +15.5% | -27.4% | -16.1% |
| 3M | -20.6% | -6.9% | -13.7% | -18.9% |
| 6M | -29.0% | +9.9% | -38.9% | -31.6% |
| YTD | -33.7% | +1.4% | -35.1% | -34.7% |
| 1Y | -46.2% | +3.3% | -49.4% | -47.5% |
| 3Y | +39.8% | +83.6% | -43.9% | +15.9% |
| All | +39.8% | +85.6% | -45.8% | +15.9% |
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