+9.8%
SLB vs BAM
+81.2%
-71.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +3.5% | -2.7% | +6.2% | +4.4% |
| 30D | +6.5% | +15.5% | -9.0% | +1.0% |
| 3M | -0.2% | -6.9% | +6.6% | +1.8% |
| 6M | -5.7% | +9.9% | -15.6% | -9.6% |
| YTD | +36.8% | +1.4% | +35.5% | +34.4% |
| 1Y | +45.8% | +3.3% | +42.5% | +42.1% |
| 3Y | +3.4% | +83.6% | -80.3% | -19.8% |
| All | +9.8% | +81.2% | -71.5% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling