-72.0%
NIO vs BAM
+86.2%
-158.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.5% |
| 7D | +5.6% | +9.7% | -4.1% | +0.5% |
| 30D | -4.2% | +19.0% | -23.2% | -12.7% |
| 3M | -26.3% | +0.6% | -26.9% | -27.0% |
| 6M | -42.5% | +11.1% | -53.6% | -46.5% |
| YTD | -33.5% | +4.2% | -37.7% | -36.7% |
| 1Y | -52.7% | +3.3% | -56.0% | -54.8% |
| 3Y | -57.5% | +88.8% | -146.2% | -75.7% |
| All | -72.0% | +86.2% | -158.2% | -84.2% |
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