+126.3%
ADI vs BAM
+86.2%
+40.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.3% |
| 7D | -12.8% | +9.7% | -22.6% | -16.4% |
| 30D | -11.3% | +19.0% | -30.3% | -18.1% |
| 3M | -3.4% | +0.6% | -3.9% | -4.1% |
| 6M | -12.0% | +11.1% | -23.1% | -17.2% |
| YTD | +35.3% | +4.2% | +31.1% | +30.4% |
| 1Y | +58.1% | +3.3% | +54.7% | +52.9% |
| 3Y | +127.4% | +88.8% | +38.6% | +70.3% |
| All | +126.3% | +86.2% | +40.1% | +68.0% |
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