-17.0%
ACHR vs BAM
+85.9%
-102.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.9% | +13.8% | +13.7% |
| 7D | +5.7% | +9.7% | -4.0% | -5.0% |
| 30D | -4.9% | +19.0% | -23.9% | -21.9% |
| 3M | -15.1% | +0.6% | -15.7% | -15.8% |
| 6M | -30.7% | +11.1% | -41.8% | -39.1% |
| YTD | -41.0% | +4.2% | -45.1% | -44.9% |
| 1Y | -50.0% | +3.3% | -53.3% | -52.7% |
| 3Y | -17.0% | +88.8% | -105.8% | -65.7% |
| All | -17.0% | +85.9% | -102.9% | -65.7% |
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