-58.7%
Z vs BAM
-8.8%
-49.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.4% |
| 7D | -3.0% | -2.0% | -1.0% | -2.0% |
| 30D | -4.2% | -2.9% | -1.3% | -2.6% |
| 3M | -3.7% | +9.4% | -13.1% | -7.5% |
| 6M | -24.5% | +10.8% | -35.3% | -28.2% |
| YTD | -49.3% | -0.4% | -48.9% | -50.0% |
| 1Y | -58.7% | -10.9% | -47.8% | -58.6% |
| All | -58.7% | -8.8% | -49.9% | -58.6% |
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