+147.6%
PAAS vs BAM
+84.5%
+63.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.0% | +0.9% | -0.9% |
| 7D | -0.4% | +7.9% | -8.4% | -3.5% |
| 30D | -11.6% | +16.0% | -27.7% | -17.1% |
| 3M | -15.6% | +0.6% | -16.2% | -16.2% |
| 6M | -19.1% | +10.5% | -29.6% | -22.9% |
| YTD | -20.9% | +3.2% | -24.2% | -23.0% |
| 1Y | +21.3% | +1.0% | +20.3% | +19.1% |
| 3Y | +177.4% | +84.2% | +93.2% | +99.8% |
| All | +147.6% | +84.5% | +63.1% | +78.6% |
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