-76.0%
NIO vs BAM
+81.2%
-157.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.2% | -5.0% |
| 7D | -14.5% | -2.7% | -11.8% | -13.2% |
| 30D | -15.0% | +15.5% | -30.5% | -21.2% |
| 3M | -35.6% | -6.9% | -28.7% | -33.3% |
| 6M | -55.7% | +9.9% | -65.5% | -58.4% |
| YTD | -43.1% | +1.4% | -44.5% | -45.1% |
| 1Y | -53.5% | +3.3% | -56.8% | -55.8% |
| 3Y | -59.8% | +83.6% | -143.5% | -76.7% |
| All | -76.0% | +81.2% | -157.2% | -86.3% |
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