-10.9%
ACN vs BAM
+81.2%
-92.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.8% | -2.7% | -1.2% | -3.0% |
| 30D | +16.5% | +15.5% | +1.0% | +10.7% |
| 3M | +41.5% | -6.9% | +48.3% | +44.6% |
| 6M | +60.1% | +9.9% | +50.2% | +54.2% |
| YTD | -3.9% | +1.4% | -5.3% | -5.0% |
| 1Y | +4.1% | +3.3% | +0.8% | +2.3% |
| 3Y | -15.9% | +83.6% | -99.5% | -31.1% |
| All | -10.9% | +81.2% | -92.1% | -27.8% |
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