-7.3%
ACN vs BAM
+86.2%
-93.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.1% |
| 7D | +0.9% | +9.7% | -8.8% | -2.5% |
| 30D | +33.5% | +19.0% | +14.5% | +25.6% |
| 3M | +53.5% | +0.6% | +52.9% | +52.8% |
| 6M | +52.2% | +11.1% | +41.1% | +46.2% |
| YTD | -0.1% | +4.2% | -4.3% | -2.1% |
| 1Y | +11.0% | +3.3% | +7.7% | +8.9% |
| 3Y | -11.8% | +88.8% | -100.5% | -28.4% |
| All | -7.3% | +86.2% | -93.6% | -25.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling