+4.6%
PATH vs BAM
+90.3%
-85.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.2% | -3.3% | -1.3% |
| 7D | -4.8% | +14.2% | -19.0% | -13.5% |
| 30D | +2.7% | +21.0% | -18.3% | -10.4% |
| 3M | -4.2% | +5.2% | -9.4% | -7.9% |
| 6M | +24.7% | +16.0% | +8.8% | +11.2% |
| YTD | -17.6% | +6.5% | -24.0% | -22.5% |
| 1Y | -5.3% | +4.4% | -9.7% | -9.9% |
| 3Y | -22.0% | +90.0% | -112.0% | -54.6% |
| All | +4.6% | +90.3% | -85.7% | -40.4% |
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