-75.3%
PLTD vs BAM
-5.1%
-70.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -3.0% | +12.6% | +7.5% |
| 7D | +25.1% | +7.9% | +17.1% | +31.5% |
| 30D | +21.0% | +16.0% | +5.0% | +33.9% |
| 3M | -2.9% | +0.6% | -3.6% | -2.4% |
| 6M | -27.8% | +10.5% | -38.3% | -21.0% |
| YTD | -12.6% | +3.2% | -15.8% | -9.0% |
| 1Y | -9.8% | +1.0% | -10.9% | -7.0% |
| All | -75.3% | -5.1% | -70.2% | -70.4% |
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