-24.7%
OPEN vs BAM
+86.2%
-111.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.9% | -22.7% | -22.9% |
| 7D | -22.2% | +9.7% | -31.9% | -30.2% |
| 30D | -38.3% | +19.0% | -57.3% | -49.5% |
| 3M | -59.4% | +0.6% | -59.9% | -59.5% |
| 6M | -74.4% | +11.1% | -85.4% | -77.5% |
| YTD | -76.0% | +4.2% | -80.2% | -77.6% |
| 1Y | -78.7% | +3.3% | -82.0% | -79.8% |
| 3Y | -30.0% | +88.8% | -118.8% | -71.5% |
| All | -24.7% | +86.2% | -111.0% | -69.7% |
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