-59.0%
SKUU vs BAM
+17.5%
-76.5%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +6.2% | -16.6% | -7.3% |
| 7D | -25.6% | +14.2% | -39.8% | -21.0% |
| 30D | -49.6% | +21.0% | -70.6% | -45.0% |
| 3M | -26.8% | +5.2% | -32.0% | -27.5% |
| All | -59.0% | +17.5% | -76.5% | -56.0% |
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 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 · Available span rolling