+69.9%
PR vs BAM
+3.7%
+66.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +0.6% |
| 7D | -9.5% | +5.0% | -14.5% | -8.1% |
| 30D | -5.7% | +16.6% | -22.3% | -1.5% |
| 3M | +3.0% | +2.2% | +0.8% | +4.6% |
| 6M | +11.8% | +9.7% | +2.1% | +16.3% |
| YTD | +58.5% | +5.2% | +53.2% | +65.3% |
| 1Y | +69.9% | +3.9% | +66.0% | +78.2% |
| All | +69.9% | +3.7% | +66.2% | +78.2% |
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