-76.1%
PLTD vs BAM
-4.2%
-71.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -2.6% |
| 7D | +13.7% | +9.7% | +4.0% | +20.9% |
| 30D | +18.4% | +19.0% | -0.6% | +33.3% |
| 3M | -7.5% | +0.6% | -8.0% | -7.0% |
| 6M | -31.3% | +11.1% | -42.4% | -24.6% |
| YTD | -15.4% | +4.2% | -19.6% | -11.4% |
| 1Y | -18.4% | +3.3% | -21.7% | -14.5% |
| All | -76.1% | -4.2% | -71.9% | -71.2% |
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 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