+172.3%
NXT vs BAM
+85.2%
+87.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.8% | -5.7% |
| 7D | -6.0% | -2.0% | -4.0% | -4.9% |
| 30D | +5.4% | +13.7% | -8.2% | -0.8% |
| 3M | -9.7% | -4.8% | -5.0% | -7.2% |
| 6M | -25.3% | +7.6% | -32.9% | -28.0% |
| YTD | +7.5% | +1.2% | +6.3% | +6.1% |
| 1Y | -3.0% | -2.3% | -0.7% | -2.4% |
| All | +172.3% | +85.2% | +87.2% | +71.2% |
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