+69.4%
OPEN vs BAM
+78.0%
-8.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | -0.1% |
| 7D | -4.3% | -2.0% | -2.3% | -2.0% |
| 30D | -16.2% | -2.9% | -13.3% | -13.3% |
| 3M | -36.4% | +9.4% | -45.7% | -43.0% |
| 6M | -35.5% | +10.8% | -46.2% | -43.5% |
| YTD | -46.0% | -0.4% | -45.5% | -47.1% |
| 1Y | -47.1% | -10.9% | -36.3% | -41.0% |
| 3Y | -19.0% | +61.3% | -80.3% | -60.4% |
| All | +69.4% | +78.0% | -8.6% | -28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling