-72.9%
QS vs BAM
-1.2%
-71.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.4% | -5.3% |
| 7D | -14.0% | -2.7% | -11.3% | -12.0% |
| 30D | -6.4% | +15.5% | -21.9% | -15.2% |
| 3M | -40.3% | -6.9% | -33.4% | -37.2% |
| 6M | -57.5% | +9.9% | -67.4% | -60.6% |
| YTD | -64.7% | +1.4% | -66.1% | -66.1% |
| 1Y | -72.9% | +3.3% | -76.2% | -74.3% |
| All | -72.9% | -1.2% | -71.7% | -74.3% |
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