-64.8%
NIO vs BAM
+61.4%
-126.2%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.9% |
| 7D | -13.0% | -2.0% | -11.1% | -12.2% |
| 30D | -18.3% | -2.9% | -15.4% | -17.4% |
| 3M | -33.2% | +9.4% | -42.6% | -36.8% |
| 6M | -21.5% | +10.8% | -32.2% | -27.0% |
| YTD | -25.5% | -0.4% | -25.0% | -27.0% |
| 1Y | -38.0% | -10.9% | -27.1% | -35.1% |
| All | -64.8% | +61.4% | -126.2% | -80.8% |
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