+351.8%
AHR vs BAM
+34.0%
+317.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.4% |
| 7D | -3.4% | -1.6% | -1.8% | -3.2% |
| 30D | -3.8% | -6.0% | +2.2% | -2.9% |
| 3M | +20.1% | +7.3% | +12.7% | +17.6% |
| 6M | +7.1% | +8.2% | -1.1% | +4.4% |
| YTD | +17.2% | -3.8% | +21.1% | +17.1% |
| 1Y | +30.4% | -10.7% | +41.1% | +32.5% |
| All | +351.8% | +34.0% | +317.8% | +297.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling