+51.0%
VIK vs BAM
-1.2%
+52.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +2.7% | -2.7% | +5.4% | +4.1% |
| 30D | +8.8% | +15.5% | -6.7% | +0.9% |
| 3M | -15.3% | -6.9% | -8.5% | -11.8% |
| 6M | +9.4% | +9.9% | -0.5% | +2.4% |
| YTD | +25.9% | +1.4% | +24.5% | +20.0% |
| 1Y | +51.0% | +3.3% | +47.7% | +41.9% |
| All | +51.0% | -1.2% | +52.2% | +41.9% |
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