+146.9%
NFLX vs BAM
+78.0%
+68.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -6.0% | -5.5% |
| 7D | -4.2% | -2.0% | -2.3% | -3.7% |
| 30D | +5.5% | -2.9% | +8.4% | +6.3% |
| 3M | -4.1% | +9.4% | -13.4% | -7.0% |
| 6M | -20.7% | +10.8% | -31.4% | -23.7% |
| YTD | -16.5% | -0.4% | -16.1% | -17.2% |
| 1Y | -37.8% | -10.9% | -26.9% | -36.0% |
| 3Y | +77.9% | +61.3% | +16.6% | +50.5% |
| All | +146.9% | +78.0% | +68.9% | +99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling