+81.0%
BAM price history and return analytics
+91.0%
-9.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.0% | +0.4% | -2.4% | -2.6% |
| 30D | -2.9% | +1.0% | -3.9% | -4.2% |
| 3M | +9.4% | +2.4% | +7.0% | +5.7% |
| 6M | +10.8% | +12.0% | -1.3% | -5.9% |
| YTD | -0.4% | +15.3% | -15.8% | -18.8% |
| 1Y | -10.9% | +22.6% | -33.4% | -33.3% |
| 3Y | +61.3% | +74.7% | -13.4% | -25.9% |
| All | +81.0% | +91.0% | -9.9% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling