+38.9%
ORLY vs BAM
+85.6%
-46.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +2.6% | -2.7% | +5.2% | +2.9% |
| 30D | +6.3% | +15.5% | -9.2% | +4.7% |
| 3M | -0.4% | -6.9% | +6.4% | 0.0% |
| 6M | +2.8% | +9.9% | -7.1% | +1.7% |
| YTD | +1.1% | +1.4% | -0.3% | +0.4% |
| 1Y | -6.3% | +3.3% | -9.5% | -7.1% |
| 3Y | +38.9% | +83.6% | -44.8% | +38.8% |
| All | +38.9% | +85.6% | -46.7% | +38.8% |
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