-22.0%
SIRI vs BAM
+89.3%
-111.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.7% |
| 7D | -2.6% | -2.9% | +0.2% | -1.6% |
| 30D | +22.2% | +14.7% | +7.5% | +16.2% |
| 3M | +14.1% | -4.1% | +18.2% | +15.5% |
| 6M | +22.5% | +9.6% | +12.9% | +17.4% |
| YTD | +67.9% | +3.4% | +64.5% | +63.6% |
| 1Y | +54.6% | +1.0% | +53.6% | +51.9% |
| All | -22.0% | +89.3% | -111.3% | -54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling