+42.2%
SOLS vs BAM
-1.5%
+43.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.6% |
| 7D | +20.8% | -2.0% | +22.8% | +21.2% |
| 30D | +9.2% | +13.7% | -4.5% | +6.4% |
| 3M | +7.1% | -4.8% | +11.8% | +8.5% |
| 6M | -23.7% | +7.6% | -31.3% | -24.8% |
| YTD | +37.3% | +1.2% | +36.2% | +30.7% |
| 1Y | +42.2% | -2.3% | +44.4% | +38.5% |
| All | +42.2% | -1.5% | +43.7% | +38.5% |
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 · 6 months rolling