+47.6%
AMDL vs BAM
+41.0%
+6.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +0.9% | +21.3% | +21.3% |
| 7D | -26.2% | +9.7% | -35.9% | -33.1% |
| 30D | -57.1% | +19.0% | -76.1% | -64.8% |
| 3M | -29.8% | +0.6% | -30.4% | -31.6% |
| 6M | -22.2% | +11.1% | -33.3% | -33.3% |
| YTD | +142.1% | +4.2% | +137.9% | +116.8% |
| 1Y | +85.8% | +3.3% | +82.5% | +69.2% |
| All | +47.6% | +41.0% | +6.6% | -15.3% |
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 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