+212.0%
NXT vs BAM
+67.3%
+144.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -9.4% | -2.7% | -6.7% | -7.9% |
| 30D | +15.1% | +15.5% | -0.4% | +6.9% |
| 3M | -9.1% | -6.9% | -2.3% | -5.3% |
| 6M | -30.3% | +9.9% | -40.2% | -33.6% |
| YTD | +9.1% | +1.4% | +7.7% | +7.5% |
| 1Y | +7.9% | +3.3% | +4.6% | +5.2% |
| 3Y | +176.5% | +83.6% | +92.9% | +74.3% |
| All | +212.0% | +67.3% | +144.6% | +109.3% |
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