+125.5%
ADI vs BAM
+78.0%
+47.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | +0.4% | -2.0% | +2.4% | +1.3% |
| 30D | -3.8% | -2.9% | -0.9% | -2.8% |
| 3M | -15.3% | +9.4% | -24.6% | -19.2% |
| 6M | +6.7% | +10.8% | -4.1% | +0.5% |
| YTD | +34.8% | -0.4% | +35.2% | +32.9% |
| 1Y | +49.0% | -10.9% | +59.9% | +54.8% |
| 3Y | +108.1% | +61.3% | +46.8% | +64.3% |
| All | +125.5% | +78.0% | +47.6% | +71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling