+154.4%
REPL vs BAM
+2.7%
+151.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.9% | +7.1% | +8.0% |
| 7D | +22.8% | +9.7% | +13.1% | +22.6% |
| 30D | +63.8% | +19.0% | +44.8% | +64.9% |
| 3M | +68.1% | +0.6% | +67.6% | +63.6% |
| 6M | +528.5% | +11.1% | +517.4% | +531.7% |
| YTD | +122.4% | +4.2% | +118.2% | +133.7% |
| 1Y | +154.4% | +3.3% | +151.0% | +165.1% |
| All | +154.4% | +2.7% | +151.7% | +165.1% |
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