+24.5%
SPMO vs BAM
-12.8%
+37.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.6% |
| 7D | +0.1% | -6.1% | +6.1% | +1.7% |
| 30D | -0.7% | -13.8% | +13.1% | +3.1% |
| 3M | +2.8% | +4.4% | -1.5% | +0.9% |
| 6M | +24.4% | +6.4% | +18.0% | +20.9% |
| YTD | +24.2% | -7.1% | +31.2% | +25.2% |
| 1Y | +24.5% | -11.8% | +36.3% | +28.2% |
| All | +24.5% | -12.8% | +37.3% | +28.2% |
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