-26.6%
OPEN vs BAM
+84.8%
-111.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +6.2% |
| 7D | -31.1% | -2.9% | -28.2% | -28.8% |
| 30D | -34.7% | +14.7% | -49.4% | -44.2% |
| 3M | -61.9% | -4.1% | -57.7% | -59.8% |
| 6M | -71.9% | +9.6% | -81.4% | -74.9% |
| YTD | -76.6% | +3.4% | -80.0% | -78.0% |
| 1Y | -83.9% | +1.0% | -84.9% | -84.4% |
| 3Y | -34.4% | +88.2% | -122.6% | -73.2% |
| All | -26.6% | +84.8% | -111.5% | -70.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling