+23.6%
WMT vs BAM
+3.7%
+20.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | +0.6% | +5.0% | -4.4% | +0.3% |
| 30D | +12.8% | +16.6% | -3.8% | +12.2% |
| 3M | +11.7% | +2.2% | +9.5% | +10.9% |
| 6M | -3.5% | +9.7% | -13.2% | -3.6% |
| YTD | +13.4% | +5.2% | +8.2% | +13.0% |
| 1Y | +23.6% | +3.9% | +19.7% | +22.7% |
| All | +23.6% | +3.7% | +20.0% | +22.7% |
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