-36.3%
QID vs BAM
-12.8%
-23.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | -1.7% |
| 7D | -2.7% | -1.6% | -1.2% | -3.6% |
| 30D | +1.8% | -6.0% | +7.8% | -1.6% |
| 3M | -2.2% | +7.3% | -9.5% | +3.6% |
| 6M | -32.1% | +8.2% | -40.4% | -26.5% |
| YTD | -28.6% | -3.8% | -24.7% | -27.4% |
| 1Y | -36.3% | -10.7% | -25.6% | -38.4% |
| All | -36.3% | -12.8% | -23.5% | -38.4% |
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