+582.7%
SPOT vs BAM
+78.0%
+504.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.4% |
| 7D | -0.9% | -2.0% | +1.0% | -0.3% |
| 30D | +12.5% | -2.9% | +15.4% | +13.4% |
| 3M | +9.9% | +9.4% | +0.5% | +5.6% |
| 6M | +1.6% | +10.8% | -9.2% | -3.0% |
| YTD | -6.6% | -0.4% | -6.1% | -7.5% |
| 1Y | -22.9% | -10.9% | -12.1% | -20.7% |
| 3Y | +244.3% | +61.3% | +183.0% | +187.5% |
| All | +582.7% | +78.0% | +504.8% | +451.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling