+27.4%
ADM vs BAM
+3.7%
+23.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.9% |
| 7D | -1.8% | +5.0% | -6.8% | -1.3% |
| 30D | -13.3% | +16.6% | -29.8% | -11.6% |
| 3M | -13.4% | +2.2% | -15.6% | -12.8% |
| 6M | -9.6% | +9.7% | -19.3% | -8.1% |
| YTD | +23.0% | +5.2% | +17.8% | +26.0% |
| 1Y | +27.4% | +3.9% | +23.5% | +29.9% |
| All | +27.4% | +3.7% | +23.7% | +29.9% |
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