+158.8%
PSX vs BAM
+86.2%
+72.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -0.7% |
| 7D | -13.1% | +9.7% | -22.8% | -14.9% |
| 30D | -9.5% | +19.0% | -28.5% | -13.1% |
| 3M | +20.2% | +0.6% | +19.6% | +19.8% |
| 6M | +44.9% | +11.1% | +33.8% | +40.3% |
| YTD | +94.4% | +4.2% | +90.2% | +90.9% |
| 1Y | +83.1% | +3.3% | +79.7% | +79.9% |
| 3Y | +132.2% | +88.8% | +43.4% | +89.8% |
| All | +158.8% | +86.2% | +72.6% | +111.8% |
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