+531.4%
ROIV vs BAM
+84.5%
+446.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.0% | -1.2% | -3.4% |
| 7D | -2.4% | +7.9% | -10.3% | -4.5% |
| 30D | +3.1% | +16.0% | -13.0% | -1.1% |
| 3M | +5.8% | +0.6% | +5.2% | +5.2% |
| 6M | +29.3% | +10.5% | +18.8% | +24.4% |
| YTD | +68.8% | +3.2% | +65.5% | +64.7% |
| 1Y | +81.0% | +1.0% | +80.0% | +77.5% |
| 3Y | +294.6% | +84.2% | +210.4% | +215.4% |
| All | +531.4% | +84.5% | +446.9% | +400.4% |
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