-19.3%
PLTD vs BAM
-1.5%
-17.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | -0.5% |
| 7D | -9.8% | -2.0% | -7.8% | -10.4% |
| 30D | +18.9% | +13.7% | +5.3% | +25.9% |
| 3M | -4.2% | -4.8% | +0.5% | -6.4% |
| 6M | -34.8% | +7.6% | -42.4% | -31.8% |
| YTD | -21.1% | +1.2% | -22.3% | -18.8% |
| 1Y | -19.3% | -2.3% | -17.0% | -18.7% |
| All | -19.3% | -1.5% | -17.7% | -18.7% |
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 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