+81.6%
ACWI vs BAM
+84.5%
-2.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.0% | -0.8% | -2.9% |
| 7D | -4.0% | +7.9% | -12.0% | -6.3% |
| 30D | -5.8% | +16.0% | -21.9% | -10.2% |
| 3M | -5.0% | +0.6% | -5.7% | -5.5% |
| 6M | +0.7% | +10.5% | -9.8% | -3.0% |
| YTD | +8.4% | +3.2% | +5.2% | +6.2% |
| 1Y | +10.1% | +1.0% | +9.1% | +8.4% |
| 3Y | +70.8% | +84.2% | -13.5% | +38.6% |
| All | +81.6% | +84.5% | -2.9% | +45.9% |
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 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