+25.7%
Q vs BAM
+2.7%
+23.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +5.9% |
| 7D | +0.3% | +9.7% | -9.4% | -4.1% |
| 30D | -9.8% | +19.0% | -28.8% | -17.6% |
| 3M | -12.2% | +0.6% | -12.8% | -12.3% |
| 6M | -21.6% | +11.1% | -32.7% | -26.9% |
| YTD | +43.6% | +4.2% | +39.4% | +38.8% |
| 1Y | +25.7% | +3.3% | +22.4% | +22.7% |
| All | +25.7% | +2.7% | +23.0% | +22.7% |
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