-95.0%
AAOX vs BAM
+23.6%
-118.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +0.2% | -11.1% | -10.8% |
| 7D | -3.4% | -2.7% | -0.7% | -3.6% |
| 30D | -72.8% | +15.5% | -88.4% | -72.2% |
| 3M | -90.7% | -6.9% | -83.8% | -90.5% |
| 6M | -98.2% | +9.9% | -108.1% | -98.1% |
| All | -95.0% | +23.6% | -118.6% | -95.2% |
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 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