-65.3%
AAOX vs BAM
+17.2%
-82.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -3.4% | +14.6% | +10.7% |
| 7D | +15.2% | -1.6% | +16.8% | +14.9% |
| 30D | -40.3% | -6.0% | -34.3% | -41.7% |
| 3M | -81.2% | +7.3% | -88.5% | -81.1% |
| All | -65.3% | +17.2% | -82.5% | -67.5% |
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 · Available span rolling