-48.4%
SIRI vs BAM
+66.1%
-114.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.5% |
| 7D | -3.0% | -6.1% | +3.1% | -1.0% |
| 30D | +1.3% | -13.8% | +15.1% | +6.3% |
| 3M | +5.6% | +4.4% | +1.3% | +3.5% |
| 6M | +35.2% | +6.4% | +28.7% | +31.2% |
| YTD | +49.1% | -7.1% | +56.1% | +50.9% |
| 1Y | +26.8% | -11.8% | +38.6% | +30.6% |
| 3Y | -23.7% | +50.2% | -73.8% | -37.6% |
| All | -48.4% | +66.1% | -114.6% | -58.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling