+380.4%
AHR vs BAM
+41.3%
+339.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -0.2% | -2.7% | +2.5% | +0.3% |
| 30D | +10.2% | +15.5% | -5.3% | +7.3% |
| 3M | +8.3% | -6.9% | +15.2% | +9.5% |
| 6M | +13.0% | +9.9% | +3.2% | +10.1% |
| YTD | +24.6% | +1.4% | +23.2% | +23.2% |
| 1Y | +22.2% | +3.3% | +19.0% | +20.1% |
| All | +380.4% | +41.3% | +339.1% | +317.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling