+479.6%
AMD vs BAM
+86.2%
+393.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.9% | +10.1% | +10.5% |
| 7D | -11.0% | +9.7% | -20.8% | -15.4% |
| 30D | -30.5% | +19.0% | -49.5% | -36.9% |
| 3M | -8.2% | +0.6% | -8.8% | -9.1% |
| 6M | +6.6% | +11.1% | -4.5% | -0.9% |
| YTD | +109.7% | +4.2% | +105.5% | +100.1% |
| 1Y | +88.9% | +3.3% | +85.6% | +81.2% |
| 3Y | +301.8% | +88.8% | +213.1% | +175.2% |
| All | +479.6% | +86.2% | +393.3% | +290.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling