+786.6%
AAOI vs BAM
+48.7%
+737.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.2% |
| 7D | +2.9% | -6.1% | +9.0% | +10.1% |
| 30D | -23.1% | -13.8% | -9.3% | -10.4% |
| 3M | -41.0% | +4.4% | -45.4% | -46.0% |
| 6M | -14.3% | +6.4% | -20.7% | -26.3% |
| YTD | +196.3% | -7.1% | +203.4% | +188.0% |
| 1Y | +272.6% | -11.8% | +284.4% | +304.0% |
| All | +786.6% | +48.7% | +737.9% | +291.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling