+25.0%
V vs BAM
-1.5%
+26.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.7% |
| 7D | -0.4% | -2.0% | +1.6% | +0.1% |
| 30D | +6.3% | +13.7% | -7.3% | +3.3% |
| 3M | +17.2% | -4.8% | +21.9% | +18.0% |
| 6M | +29.2% | +7.6% | +21.6% | +26.7% |
| YTD | +20.8% | +1.2% | +19.6% | +19.9% |
| 1Y | +25.0% | -2.3% | +27.3% | +24.2% |
| All | +25.0% | -1.5% | +26.5% | +24.2% |
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