+257.0%
P vs BAM
+81.2%
+175.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | +11.6% | -2.7% | +14.3% | +13.2% |
| 30D | -23.7% | +15.5% | -39.2% | -30.5% |
| 3M | -8.0% | -6.9% | -1.1% | -4.9% |
| 6M | +27.9% | +9.9% | +18.0% | +18.9% |
| YTD | +61.2% | +1.4% | +59.8% | +56.7% |
| 1Y | +28.6% | +3.3% | +25.3% | +23.0% |
| 3Y | +200.5% | +83.6% | +116.8% | +126.7% |
| All | +257.0% | +81.2% | +175.8% | +169.6% |
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