+66.0%
NXPI vs BAM
+80.8%
-14.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.3% |
| 7D | +9.4% | -2.0% | +11.4% | +10.5% |
| 30D | +18.1% | +13.7% | +4.4% | +10.0% |
| 3M | +15.0% | -4.8% | +19.8% | +17.5% |
| 6M | -8.4% | +7.6% | -16.0% | -13.2% |
| YTD | +24.8% | +1.2% | +23.6% | +21.7% |
| 1Y | +33.3% | -2.3% | +35.5% | +32.5% |
| 3Y | +51.0% | +84.1% | -33.1% | +10.2% |
| All | +66.0% | +80.8% | -14.8% | +19.9% |
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