+570.3%
ROIV vs BAM
+86.2%
+484.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.2% | +5.9% |
| 7D | +5.3% | +9.7% | -4.4% | +2.7% |
| 30D | +11.9% | +19.0% | -7.1% | +6.6% |
| 3M | +10.7% | +0.6% | +10.2% | +10.1% |
| 6M | +34.9% | +11.1% | +23.8% | +29.7% |
| YTD | +79.2% | +4.2% | +75.0% | +74.4% |
| 1Y | +89.0% | +3.3% | +85.7% | +84.1% |
| 3Y | +337.3% | +88.8% | +248.6% | +247.4% |
| All | +570.3% | +86.2% | +484.1% | +429.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling