+99.0%
SIMO vs BAM
-1.2%
+100.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.6% |
| 7D | +4.1% | -2.7% | +6.8% | +3.9% |
| 30D | -24.0% | +15.5% | -39.5% | -23.5% |
| 3M | -31.8% | -6.9% | -24.9% | -30.8% |
| 6M | -36.9% | +9.9% | -46.8% | -36.8% |
| YTD | +84.8% | +1.4% | +83.4% | +79.2% |
| 1Y | +99.0% | +3.3% | +95.7% | +88.9% |
| All | +99.0% | -1.2% | +100.2% | +88.9% |
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 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