+151.2%
PAAS vs BAM
+86.2%
+65.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.1% |
| 7D | +8.4% | +9.7% | -1.3% | +4.3% |
| 30D | -7.2% | +19.0% | -26.2% | -13.8% |
| 3M | -14.0% | +0.6% | -14.6% | -14.6% |
| 6M | -26.8% | +11.1% | -37.8% | -30.3% |
| YTD | -19.8% | +4.2% | -24.0% | -22.2% |
| 1Y | +22.8% | +3.3% | +19.5% | +19.5% |
| 3Y | +183.6% | +88.8% | +94.9% | +102.5% |
| All | +151.2% | +86.2% | +65.0% | +80.5% |
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 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