+558.3%
SPOT vs BAM
+67.8%
+490.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.2% |
| 7D | -6.5% | -3.9% | -2.6% | -5.2% |
| 30D | +2.2% | -8.8% | +11.0% | +5.3% |
| 3M | +5.4% | +2.2% | +3.2% | +3.8% |
| 6M | -4.0% | +5.9% | -9.9% | -6.9% |
| YTD | -9.9% | -6.1% | -3.8% | -9.0% |
| 1Y | -27.3% | -11.6% | -15.7% | -25.1% |
| 3Y | +236.4% | +51.7% | +184.7% | +186.9% |
| All | +558.3% | +67.8% | +490.4% | +442.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling