-32.0%
ACI vs BAM
+89.3%
-121.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.4% | -1.3% |
| 7D | -5.3% | -2.9% | -2.4% | -5.1% |
| 30D | +5.0% | +14.7% | -9.6% | +4.3% |
| 3M | +7.5% | -4.1% | +11.7% | +7.6% |
| 6M | -16.0% | +9.6% | -25.6% | -16.4% |
| YTD | -20.6% | +3.4% | -24.1% | -20.7% |
| 1Y | -23.5% | +1.0% | -24.6% | -23.6% |
| All | -32.0% | +89.3% | -121.3% | -35.9% |
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