-20.4%
ORLY vs BAM
-11.5%
-8.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -2.4% | -6.6% | +4.2% | -2.0% |
| 30D | -6.8% | -12.4% | +5.7% | -6.1% |
| 3M | -4.8% | +2.4% | -7.1% | -4.5% |
| 6M | -9.1% | +7.9% | -17.0% | -8.9% |
| YTD | -5.9% | -7.0% | +1.1% | -6.8% |
| 1Y | -20.4% | -13.4% | -7.0% | -22.5% |
| All | -20.4% | -11.5% | -8.9% | -22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling