+394.8%
AMD vs BAM
+50.2%
+344.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +4.4% |
| 7D | +14.0% | -3.9% | +17.9% | +16.4% |
| 30D | +11.0% | -8.8% | +19.8% | +16.4% |
| 3M | +9.6% | +2.2% | +7.4% | +6.7% |
| 6M | +157.1% | +5.9% | +151.2% | +144.1% |
| YTD | +143.3% | -6.1% | +149.4% | +146.4% |
| 1Y | +234.4% | -11.6% | +246.0% | +252.3% |
| All | +394.8% | +50.2% | +344.6% | +257.1% |
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 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