-14.6%
TECH vs BAM
+78.0%
-92.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | +0.1% | -2.0% | +2.1% | +0.9% |
| 30D | +0.7% | -2.9% | +3.6% | +1.7% |
| 3M | +36.3% | +9.4% | +27.0% | +30.3% |
| 6M | +25.6% | +10.8% | +14.8% | +19.1% |
| YTD | +23.7% | -0.4% | +24.1% | +22.4% |
| 1Y | +37.6% | -10.9% | +48.5% | +42.4% |
| 3Y | -6.6% | +61.3% | -67.8% | -26.7% |
| All | -14.6% | +78.0% | -92.6% | -34.7% |
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 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