+53.4%
ROKU vs BAM
+4.2%
+49.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.2% | -4.7% | -1.3% |
| 7D | +4.8% | +14.2% | -9.4% | -1.8% |
| 30D | +6.1% | +21.0% | -14.9% | -3.5% |
| 3M | +10.5% | +5.2% | +5.3% | +7.3% |
| 6M | +29.2% | +16.0% | +13.2% | +17.4% |
| YTD | +50.0% | +6.5% | +43.6% | +42.6% |
| 1Y | +53.4% | +4.4% | +49.0% | +46.6% |
| All | +53.4% | +4.2% | +49.2% | +46.6% |
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