-28.8%
ACI vs BAM
+81.2%
-110.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +2.3% | -2.7% | +4.9% | +2.4% |
| 30D | +1.2% | +15.5% | -14.3% | +0.6% |
| 3M | +6.8% | -6.9% | +13.6% | +7.0% |
| 6M | -18.7% | +9.9% | -28.6% | -19.0% |
| YTD | -20.2% | +1.4% | -21.6% | -20.3% |
| 1Y | -23.7% | +3.3% | -27.0% | -23.8% |
| 3Y | -31.6% | +83.6% | -115.3% | -34.7% |
| All | -28.8% | +81.2% | -110.0% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling