+12.7%
SPMO vs BAM
+2.1%
+10.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.0% |
| 7D | +1.8% | -2.9% | +4.7% | +2.4% |
| 30D | -10.0% | +14.7% | -24.7% | -12.6% |
| 3M | -9.4% | -4.1% | -5.2% | -8.1% |
| 6M | -7.7% | +9.6% | -17.3% | -9.9% |
| YTD | +13.3% | +3.4% | +9.9% | +11.5% |
| 1Y | +12.7% | +1.0% | +11.7% | +11.7% |
| All | +12.7% | +2.1% | +10.6% | +11.7% |
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