+79.3%
ADI vs BAM
+4.2%
+75.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -4.6% |
| 7D | -5.1% | +14.2% | -19.4% | -8.2% |
| 30D | -3.1% | +21.0% | -24.0% | -7.8% |
| 3M | +7.1% | +5.2% | +2.0% | +5.7% |
| 6M | +2.9% | +16.0% | -13.1% | -2.0% |
| YTD | +51.1% | +6.5% | +44.7% | +47.3% |
| 1Y | +79.3% | +4.4% | +74.9% | +76.9% |
| All | +79.3% | +4.2% | +75.1% | +76.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling