+32.1%
AEM vs BAM
-12.8%
+44.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.2% |
| 7D | +4.3% | -1.6% | +5.9% | +5.0% |
| 30D | +13.1% | -6.0% | +19.1% | +15.3% |
| 3M | +24.8% | +7.3% | +17.4% | +21.3% |
| 6M | -8.2% | +8.2% | -16.5% | -10.9% |
| YTD | +19.8% | -3.8% | +23.7% | +17.0% |
| 1Y | +32.1% | -10.7% | +42.8% | +27.1% |
| All | +32.1% | -12.8% | +44.8% | +27.1% |
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