+213.3%
PAAS vs BAM
+78.0%
+135.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.7% |
| 7D | -2.9% | -2.0% | -0.9% | -2.1% |
| 30D | +6.8% | -2.9% | +9.7% | +7.8% |
| 3M | -2.9% | +9.4% | -12.3% | -6.9% |
| 6M | -16.4% | +10.8% | -27.2% | -20.3% |
| YTD | 0.0% | -0.4% | +0.5% | -0.9% |
| 1Y | +54.3% | -10.9% | +65.2% | +59.2% |
| 3Y | +230.7% | +61.3% | +169.4% | +150.5% |
| All | +213.3% | +78.0% | +135.3% | +129.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling