+38.9%
AMC vs BAM
-1.2%
+40.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.9% |
| 7D | +3.5% | -2.7% | +6.2% | +5.8% |
| 30D | +12.5% | +15.5% | -3.1% | +1.8% |
| 3M | +23.6% | -6.9% | +30.4% | +30.9% |
| 6M | +144.4% | +9.9% | +134.5% | +126.9% |
| YTD | +108.3% | +1.4% | +106.9% | +100.3% |
| 1Y | +38.9% | +3.3% | +35.6% | +32.2% |
| All | +38.9% | -1.2% | +40.1% | +32.2% |
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