+32.7%
ORCL vs BAM
+61.4%
-28.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.7% |
| 7D | +5.3% | -2.0% | +7.2% | +6.6% |
| 30D | +10.0% | -2.9% | +12.9% | +11.6% |
| 3M | -32.6% | +9.4% | -42.0% | -36.2% |
| 6M | +4.9% | +10.8% | -5.8% | -1.5% |
| YTD | -17.8% | -0.4% | -17.3% | -18.3% |
| 1Y | -28.0% | -10.9% | -17.1% | -24.2% |
| All | +32.7% | +61.4% | -28.7% | +11.0% |
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