+183.6%
PAAS vs BAM
+85.9%
+97.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.0% |
| 7D | +8.4% | +9.7% | -1.3% | +4.0% |
| 30D | -7.2% | +19.0% | -26.2% | -14.3% |
| 3M | -14.0% | +0.6% | -14.6% | -14.7% |
| 6M | -26.8% | +11.1% | -37.8% | -30.6% |
| YTD | -19.8% | +4.2% | -24.0% | -22.4% |
| 1Y | +22.8% | +3.3% | +19.5% | +19.1% |
| 3Y | +183.6% | +88.8% | +94.9% | +60.0% |
| All | +183.6% | +85.9% | +97.7% | +60.0% |
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