-58.5%
Z vs BAM
+1.3%
-59.8%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -3.0% | -7.6% | -8.4% |
| 7D | -2.3% | +7.9% | -10.2% | -6.9% |
| 30D | +9.4% | +16.0% | -6.7% | -0.5% |
| 3M | -16.1% | +0.6% | -16.7% | -16.7% |
| 6M | -30.4% | +10.5% | -40.9% | -34.6% |
| YTD | -55.6% | +3.2% | -58.8% | -57.4% |
| 1Y | -58.5% | +1.0% | -59.6% | -59.7% |
| All | -58.5% | +1.3% | -59.8% | -59.7% |
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