-73.5%
NIO vs BAM
+84.5%
-158.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.0% | 0.0% | -1.5% |
| 7D | -3.6% | +7.9% | -11.6% | -7.5% |
| 30D | -8.0% | +16.0% | -24.1% | -15.1% |
| 3M | -31.2% | +0.6% | -31.8% | -31.9% |
| 6M | -45.8% | +10.5% | -56.3% | -49.4% |
| YTD | -37.3% | +3.2% | -40.5% | -40.0% |
| 1Y | -56.1% | +1.0% | -57.1% | -57.6% |
| 3Y | -61.1% | +84.2% | -145.4% | -77.4% |
| All | -73.5% | +84.5% | -158.0% | -85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling