+46.2%
VIK vs BAM
+5.0%
+41.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -1.6% |
| 7D | +0.1% | +5.3% | -5.1% | -2.4% |
| 30D | +6.8% | +18.1% | -11.3% | -2.1% |
| 3M | -17.6% | +4.2% | -21.8% | -19.5% |
| 6M | +5.4% | +11.1% | -5.6% | -1.1% |
| YTD | +22.1% | +6.6% | +15.5% | +13.8% |
| All | +46.2% | +5.0% | +41.2% | +36.6% |
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