+41.7%
AKAM vs BAM
-12.6%
+54.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.2% | +5.5% |
| 7D | +5.4% | -3.9% | +9.3% | +6.5% |
| 30D | -5.9% | -8.8% | +2.9% | -3.4% |
| 3M | -19.6% | +2.2% | -21.8% | -20.4% |
| 6M | +8.5% | +5.9% | +2.5% | +6.1% |
| YTD | +26.9% | -6.1% | +33.0% | +28.8% |
| 1Y | +41.7% | -11.6% | +53.3% | +47.2% |
| All | +41.7% | -12.6% | +54.3% | +47.2% |
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