+40.7%
AMC vs BAM
+2.1%
+38.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | +0.2% |
| 7D | -2.8% | -2.9% | 0.0% | -0.3% |
| 30D | +14.0% | +14.7% | -0.7% | +3.5% |
| 3M | +42.5% | -4.1% | +46.6% | +47.7% |
| 6M | +142.6% | +9.6% | +133.0% | +125.6% |
| YTD | +119.2% | +3.4% | +115.8% | +108.3% |
| 1Y | +40.7% | +1.0% | +39.7% | +36.8% |
| All | +40.7% | +2.1% | +38.6% | +36.8% |
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