-7.8%
AKAM vs BAM
+5.0%
-12.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.3% | -5.7% | -4.0% |
| 7D | -7.4% | +5.3% | -12.6% | -8.6% |
| 30D | -24.9% | +18.1% | -43.0% | -28.4% |
| 3M | -27.4% | +4.2% | -31.6% | -28.4% |
| 6M | -45.6% | +11.1% | -56.7% | -47.3% |
| YTD | -8.0% | +6.6% | -14.6% | -9.8% |
| All | -7.8% | +5.0% | -12.8% | -9.5% |
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