+158.9%
REPL vs BAM
-8.8%
+167.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.3% | -1.6% |
| 7D | -3.0% | -2.0% | -1.0% | -3.1% |
| 30D | +27.1% | -2.9% | +30.1% | +26.8% |
| 3M | +52.4% | +9.4% | +43.0% | +54.9% |
| 6M | +107.4% | +10.8% | +96.7% | +118.8% |
| YTD | +54.7% | -0.4% | +55.2% | +64.5% |
| 1Y | +158.9% | -10.9% | +169.7% | +173.8% |
| All | +158.9% | -8.8% | +167.7% | +173.8% |
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 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