+52.5%
SOXX vs BAM
+4.2%
+48.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.2% | -9.3% | -4.8% |
| 7D | -13.7% | +14.2% | -27.9% | -17.3% |
| 30D | -23.6% | +21.0% | -44.6% | -28.5% |
| 3M | -16.9% | +5.2% | -22.1% | -18.2% |
| 6M | -2.4% | +16.0% | -18.4% | -8.3% |
| YTD | +49.8% | +6.5% | +43.4% | +45.5% |
| 1Y | +52.5% | +4.4% | +48.1% | +50.4% |
| All | +52.5% | +4.2% | +48.3% | +50.4% |
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