-6.1%
PATH vs BAM
+61.4%
-67.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.6% | -17.2% | -17.0% |
| 7D | -16.3% | -2.0% | -14.3% | -15.2% |
| 30D | +9.9% | -2.9% | +12.8% | +12.0% |
| 3M | +30.2% | +9.4% | +20.8% | +21.9% |
| 6M | +37.2% | +10.8% | +26.5% | +26.5% |
| YTD | -7.3% | -0.4% | -6.9% | -8.4% |
| 1Y | +40.0% | -10.9% | +50.9% | +50.3% |
| All | -6.1% | +61.4% | -67.5% | -41.7% |
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