+347.3%
AHR vs BAM
+29.5%
+317.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | -3.0% | -6.1% | +3.0% | -2.0% |
| 30D | +2.6% | -13.8% | +16.4% | +5.3% |
| 3M | +16.0% | +4.4% | +11.6% | +14.2% |
| 6M | +3.1% | +6.4% | -3.3% | +0.7% |
| YTD | +16.0% | -7.1% | +23.1% | +16.7% |
| 1Y | +28.0% | -11.8% | +39.8% | +30.0% |
| All | +347.3% | +29.5% | +317.8% | +295.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling