+82.0%
PR vs BAM
+1.3%
+80.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.0% | -1.8% | -5.7% |
| 7D | -16.5% | +7.9% | -24.5% | -14.4% |
| 30D | -4.5% | +16.0% | -20.6% | -0.3% |
| 3M | +8.5% | +0.6% | +7.9% | +9.7% |
| 6M | -3.3% | +10.5% | -13.8% | +0.3% |
| YTD | +55.7% | +3.2% | +52.5% | +61.7% |
| 1Y | +82.0% | +1.0% | +81.0% | +90.2% |
| All | +82.0% | +1.3% | +80.8% | +90.2% |
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 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