+87.4%
AEIS vs BAM
-8.8%
+96.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.1% |
| 7D | +3.0% | -2.0% | +4.9% | +3.9% |
| 30D | -14.6% | -2.9% | -11.7% | -13.9% |
| 3M | -12.4% | +9.4% | -21.8% | -16.4% |
| 6M | -15.0% | +10.8% | -25.7% | -19.8% |
| YTD | +34.3% | -0.4% | +34.7% | +33.0% |
| 1Y | +87.4% | -10.9% | +98.2% | +98.5% |
| All | +87.4% | -8.8% | +96.2% | +98.5% |
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