-4.8%
PCOR vs BAM
+2.7%
-7.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.0% |
| 7D | +22.7% | +9.7% | +13.0% | +15.9% |
| 30D | +37.5% | +19.0% | +18.5% | +23.4% |
| 3M | +35.2% | +0.6% | +34.6% | +34.7% |
| 6M | +42.2% | +11.1% | +31.2% | +32.9% |
| YTD | +3.6% | +4.2% | -0.6% | +0.8% |
| 1Y | -4.8% | +3.3% | -8.1% | -7.3% |
| All | -4.8% | +2.7% | -7.4% | -7.3% |
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