-49.2%
NIO vs BAM
+5.0%
-54.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.3% |
| 7D | +6.9% | +5.3% | +1.6% | +6.2% |
| 30D | -4.7% | +18.1% | -22.8% | -6.4% |
| 3M | -28.1% | +4.2% | -32.3% | -28.7% |
| 6M | -41.7% | +11.1% | -52.8% | -42.6% |
| YTD | -33.1% | +6.6% | -39.7% | -34.8% |
| All | -49.2% | +5.0% | -54.2% | -50.6% |
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 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