+40.4%
SMCI vs BAM
+50.2%
-9.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -1.0% | -1.2% |
| 7D | +5.2% | -3.9% | +9.1% | +9.0% |
| 30D | +23.7% | -8.8% | +32.6% | +33.5% |
| 3M | -4.2% | +2.2% | -6.4% | -7.2% |
| 6M | +21.7% | +5.9% | +15.8% | +14.6% |
| YTD | +33.0% | -6.1% | +39.1% | +39.3% |
| 1Y | -9.3% | -11.6% | +2.3% | +0.2% |
| All | +40.4% | +50.2% | -9.8% | -16.6% |
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