-35.8%
ACI vs BAM
+85.9%
-121.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.5% |
| 7D | -2.2% | +9.7% | -11.9% | -2.7% |
| 30D | +10.3% | +19.0% | -8.7% | +9.4% |
| 3M | +7.2% | +0.6% | +6.6% | +7.0% |
| 6M | -18.0% | +11.1% | -29.1% | -18.4% |
| YTD | -22.0% | +4.2% | -26.2% | -22.1% |
| 1Y | -23.4% | +3.3% | -26.7% | -23.5% |
| 3Y | -35.8% | +88.8% | -124.6% | -40.4% |
| All | -35.8% | +85.9% | -121.7% | -40.4% |
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 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