+208.9%
P vs BAM
+84.5%
+124.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -3.0% | -13.4% | -14.7% |
| 7D | -31.9% | +7.9% | -39.8% | -35.1% |
| 30D | -36.5% | +16.0% | -52.6% | -42.2% |
| 3M | +11.6% | +0.6% | +10.9% | +10.4% |
| 6M | +25.2% | +10.5% | +14.7% | +16.0% |
| YTD | +39.4% | +3.2% | +36.2% | +34.3% |
| 1Y | -3.7% | +1.0% | -4.7% | -6.3% |
| 3Y | +167.3% | +84.2% | +83.0% | +100.7% |
| All | +208.9% | +84.5% | +124.4% | +131.1% |
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