+19.2%
U vs BAM
+5.0%
+14.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -1.9% |
| 7D | +32.3% | +5.3% | +27.0% | +26.4% |
| 30D | +9.7% | +18.1% | -8.4% | -4.9% |
| 3M | +19.6% | +4.2% | +15.4% | +14.4% |
| 6M | +82.6% | +11.1% | +71.6% | +64.5% |
| YTD | +16.4% | +6.6% | +9.8% | +9.4% |
| All | +19.2% | +5.0% | +14.2% | +13.0% |
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