+20.2%
SOLS vs BAM
+0.7%
+19.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.4% | +5.2% |
| 7D | -4.2% | +9.7% | -13.9% | -5.8% |
| 30D | -3.9% | +19.0% | -22.9% | -7.4% |
| 3M | -6.6% | +0.6% | -7.2% | -6.4% |
| 6M | -29.1% | +11.1% | -40.2% | -30.8% |
| YTD | +19.8% | +4.2% | +15.6% | +13.6% |
| 1Y | +29.2% | +3.3% | +25.9% | +21.9% |
| All | +20.2% | +0.7% | +19.5% | +15.5% |
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 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