+50.3%
TER vs BAM
+2.1%
+48.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.7% | +10.0% | +8.8% |
| 7D | +5.9% | -2.9% | +8.8% | +6.9% |
| 30D | -30.8% | +14.7% | -45.4% | -33.8% |
| 3M | -29.9% | -4.1% | -25.8% | -28.0% |
| 6M | -27.5% | +9.6% | -37.0% | -30.1% |
| YTD | +37.5% | +3.4% | +34.1% | +34.0% |
| 1Y | +50.3% | +1.0% | +49.2% | +49.9% |
| All | +50.3% | +2.1% | +48.1% | +49.9% |
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