+132.0%
NOK vs BAM
-12.8%
+144.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.6% | +6.7% |
| 7D | +7.3% | -1.6% | +8.8% | +7.4% |
| 30D | +13.8% | -6.0% | +19.8% | +14.7% |
| 3M | -27.0% | +7.3% | -34.3% | -28.1% |
| 6M | +37.6% | +8.2% | +29.4% | +33.9% |
| YTD | +64.6% | -3.8% | +68.5% | +62.1% |
| 1Y | +132.0% | -10.7% | +142.8% | +130.4% |
| All | +132.0% | -12.8% | +144.8% | +130.4% |
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