+41.8%
ALM vs BAM
+4.2%
+37.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.2% | -5.1% | -1.1% |
| 7D | -6.4% | +14.2% | -20.6% | -11.0% |
| 30D | -35.0% | +21.0% | -56.0% | -39.6% |
| 3M | -33.8% | +5.2% | -39.0% | -36.1% |
| 6M | -55.0% | +16.0% | -71.0% | -58.7% |
| YTD | -0.2% | +6.5% | -6.7% | -10.7% |
| 1Y | +41.8% | +4.4% | +37.4% | +27.1% |
| All | +41.8% | +4.2% | +37.5% | +27.1% |
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 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