+26.3%
WAT vs BAM
+3.7%
+22.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | +0.1% |
| 7D | +3.4% | +5.0% | -1.6% | +2.2% |
| 30D | +9.6% | +16.6% | -7.0% | +5.4% |
| 3M | +15.5% | +2.2% | +13.3% | +15.1% |
| 6M | +33.9% | +9.7% | +24.2% | +31.0% |
| YTD | +25.2% | +5.2% | +19.9% | +21.3% |
| 1Y | +26.3% | +3.9% | +22.4% | +23.1% |
| All | +26.3% | +3.7% | +22.6% | +23.1% |
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