+61.0%
AA vs BAM
-8.8%
+69.8%
-48.8%
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% | -2.3% |
| 7D | -0.7% | -2.0% | +1.3% | 0.0% |
| 30D | +5.0% | -2.9% | +7.9% | +5.9% |
| 3M | -35.8% | +9.4% | -45.2% | -38.0% |
| 6M | -18.4% | +10.8% | -29.1% | -22.1% |
| YTD | -5.5% | -0.4% | -5.0% | -4.7% |
| 1Y | +61.0% | -10.9% | +71.8% | +72.2% |
| All | +61.0% | -8.8% | +69.8% | +72.2% |
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