+26.7%
Q vs BAM
-4.2%
+31.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.3% |
| 7D | +0.2% | -2.0% | +2.2% | +1.4% |
| 30D | -11.1% | -2.9% | -8.2% | -10.0% |
| 3M | -22.1% | +9.4% | -31.5% | -27.4% |
| 6M | +0.5% | +10.8% | -10.3% | -8.1% |
| YTD | +47.8% | -0.4% | +48.3% | +45.9% |
| All | +26.7% | -4.2% | +31.0% | +27.9% |
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