+54.2%
NXPI vs BAM
+86.2%
-32.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.6% | +1.1% |
| 7D | -4.4% | +9.7% | -14.1% | -9.1% |
| 30D | +5.6% | +19.0% | -13.4% | -4.0% |
| 3M | +7.6% | +0.6% | +7.1% | +6.7% |
| 6M | -17.6% | +11.1% | -28.6% | -23.2% |
| YTD | +15.9% | +4.2% | +11.7% | +11.4% |
| 1Y | +22.4% | +3.3% | +19.1% | +18.0% |
| 3Y | +43.2% | +88.8% | -45.5% | +3.2% |
| All | +54.2% | +86.2% | -32.0% | +9.8% |
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