+37.6%
S vs BAM
+2.1%
+35.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.4% |
| 7D | +1.2% | -2.9% | +4.1% | +2.8% |
| 30D | -7.3% | +14.7% | -22.0% | -13.8% |
| 3M | +5.9% | -4.1% | +10.0% | +9.3% |
| 6M | +45.6% | +9.6% | +36.0% | +38.4% |
| YTD | +58.5% | +3.4% | +55.1% | +53.4% |
| 1Y | +37.6% | +1.0% | +36.6% | +34.5% |
| All | +37.6% | +2.1% | +35.5% | +34.5% |
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