+0.7%
PL vs BAM
+2.7%
-1.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.9% | +9.4% | +10.1% |
| 7D | -6.8% | +9.7% | -16.5% | -9.7% |
| 30D | -29.3% | +19.0% | -48.3% | -33.7% |
| 3M | -44.8% | +0.6% | -45.3% | -44.8% |
| 6M | -68.4% | +11.1% | -79.5% | -69.5% |
| YTD | -36.4% | +4.2% | -40.5% | -37.7% |
| 1Y | +0.7% | +3.3% | -2.6% | -6.1% |
| All | +0.7% | +2.7% | -1.9% | -6.1% |
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