+18.7%
AEM vs BAM
+4.2%
+14.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +6.2% | +3.5% | +6.7% |
| 7D | +0.2% | +14.2% | -14.0% | -5.6% |
| 30D | +0.1% | +21.0% | -20.9% | -8.3% |
| 3M | +22.1% | +5.2% | +16.9% | +18.4% |
| 6M | +2.4% | +16.0% | -13.5% | -4.7% |
| YTD | +8.9% | +6.5% | +2.4% | +0.8% |
| 1Y | +18.7% | +4.4% | +14.3% | +9.9% |
| All | +18.7% | +4.2% | +14.5% | +9.9% |
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