-71.9%
AMC vs BAM
+84.2%
-156.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.0% | -9.5% | -10.7% |
| 7D | 0.0% | +7.9% | -7.9% | -4.1% |
| 30D | +4.4% | +16.0% | -11.6% | -4.0% |
| 3M | +15.4% | +0.6% | +14.7% | +15.0% |
| 6M | +93.7% | +10.5% | +83.2% | +82.7% |
| YTD | +97.4% | +3.2% | +94.2% | +92.7% |
| 1Y | +23.2% | +1.0% | +22.2% | +21.6% |
| All | -71.9% | +84.2% | -156.0% | -84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling