-41.9%
ALHC vs BAM
+84.5%
-126.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.0% | -4.1% | -6.4% |
| 7D | -6.2% | +7.9% | -14.1% | -7.7% |
| 30D | -9.7% | +16.0% | -25.7% | -12.5% |
| 3M | -44.7% | +0.6% | -45.4% | -44.9% |
| 6M | -58.7% | +10.5% | -69.2% | -59.9% |
| YTD | -61.7% | +3.2% | -64.9% | -62.4% |
| 1Y | -55.7% | +1.0% | -56.7% | -56.3% |
| 3Y | +25.6% | +84.2% | -58.7% | +2.4% |
| All | -41.9% | +84.5% | -126.4% | -52.1% |
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