+72.9%
PBR vs BAM
+4.2%
+68.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +6.2% | -13.2% | -5.3% |
| 7D | -11.0% | +14.2% | -25.2% | -7.9% |
| 30D | -18.8% | +21.0% | -39.7% | -14.9% |
| 3M | +7.8% | +5.2% | +2.6% | +10.1% |
| 6M | -7.6% | +16.0% | -23.6% | -3.8% |
| YTD | +72.7% | +6.5% | +66.2% | +76.9% |
| 1Y | +72.9% | +4.4% | +68.6% | +77.2% |
| All | +72.9% | +4.2% | +68.7% | +77.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling