+47.7%
PCOR vs BAM
+84.5%
-36.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +2.0% |
| 7D | +23.7% | +7.9% | +15.7% | +18.0% |
| 30D | +39.0% | +16.0% | +23.0% | +26.5% |
| 3M | +35.8% | +0.6% | +35.1% | +35.4% |
| 6M | +38.2% | +10.5% | +27.7% | +29.1% |
| YTD | +3.9% | +3.2% | +0.7% | +1.3% |
| 1Y | +5.7% | +1.0% | +4.6% | +4.1% |
| 3Y | +44.8% | +84.2% | -39.5% | +7.4% |
| All | +47.7% | +84.5% | -36.8% | +7.7% |
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 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