+130.7%
REPL vs BAM
+4.2%
+126.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | +0.1% |
| 7D | +28.8% | +14.2% | +14.6% | +28.7% |
| 30D | +57.3% | +21.0% | +36.4% | +58.1% |
| 3M | +73.6% | +5.2% | +68.4% | +69.9% |
| 6M | +582.8% | +16.0% | +566.9% | +591.3% |
| YTD | +112.9% | +6.5% | +106.4% | +123.4% |
| 1Y | +130.7% | +4.4% | +126.3% | +142.0% |
| All | +130.7% | +4.2% | +126.4% | +142.0% |
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