-16.0%
NOW vs BAM
+84.2%
-100.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.0% | -2.9% | -4.4% |
| 7D | -6.7% | +7.9% | -14.6% | -10.3% |
| 30D | -25.8% | +16.0% | -41.8% | -31.7% |
| 3M | -12.7% | +0.6% | -13.3% | -13.4% |
| 6M | +11.2% | +10.5% | +0.7% | +4.5% |
| YTD | -33.2% | +3.2% | -36.4% | -35.2% |
| 1Y | -41.8% | +1.0% | -42.8% | -43.0% |
| All | -16.0% | +84.2% | -100.2% | -30.4% |
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 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