+66.0%
NOW vs BAM
+78.0%
-12.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.3% |
| 7D | -2.4% | -2.0% | -0.4% | -1.4% |
| 30D | +20.5% | -2.9% | +23.4% | +22.2% |
| 3M | +18.3% | +9.4% | +9.0% | +12.9% |
| 6M | +24.1% | +10.8% | +13.3% | +17.5% |
| YTD | -7.8% | -0.4% | -7.3% | -8.3% |
| 1Y | -21.4% | -10.9% | -10.5% | -17.9% |
| 3Y | +19.5% | +61.3% | -41.7% | -2.1% |
| All | +66.0% | +78.0% | -12.0% | +29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling