-95.2%
AAOX vs BAM
+28.3%
-123.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -1.3% | -13.9% | -15.1% |
| 7D | -48.4% | +5.0% | -53.4% | -47.4% |
| 30D | -84.4% | +16.6% | -101.0% | -83.9% |
| 3M | -91.5% | +2.2% | -93.7% | -91.4% |
| 6M | -96.3% | +9.7% | -106.0% | -96.1% |
| All | -95.2% | +28.3% | -123.5% | -95.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling