+198.2%
SMCI vs BAM
+80.8%
+117.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.2% | -9.1% | -9.6% |
| 7D | -0.3% | -2.0% | +1.7% | +1.2% |
| 30D | -30.9% | +13.7% | -44.6% | -38.4% |
| 3M | -28.2% | -4.8% | -23.5% | -26.4% |
| 6M | -17.7% | +7.6% | -25.3% | -24.1% |
| YTD | -7.8% | +1.2% | -8.9% | -10.3% |
| 1Y | -28.8% | -2.3% | -26.5% | -28.7% |
| 3Y | +1.5% | +84.1% | -82.6% | -34.7% |
| All | +198.2% | +80.8% | +117.4% | +92.3% |
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