+11.9%
AG vs BAM
-1.2%
+13.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.7% | -2.6% |
| 7D | -10.0% | -2.7% | -7.3% | -8.1% |
| 30D | -10.5% | +15.5% | -26.0% | -18.7% |
| 3M | -27.3% | -6.9% | -20.4% | -23.9% |
| 6M | -43.0% | +9.9% | -52.9% | -46.6% |
| YTD | -17.9% | +1.4% | -19.3% | -19.6% |
| 1Y | +11.9% | +3.3% | +8.6% | +6.3% |
| All | +11.9% | -1.2% | +13.1% | +6.3% |
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