+95.0%
AMDL vs BAM
+34.8%
+60.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.6% | +8.6% | +8.5% |
| 7D | +4.5% | -2.0% | +6.5% | +7.0% |
| 30D | -4.4% | -2.9% | -1.5% | -2.2% |
| 3M | -30.5% | +9.4% | -39.9% | -38.9% |
| 6M | +300.9% | +10.8% | +290.1% | +248.3% |
| YTD | +219.9% | -0.4% | +220.4% | +204.3% |
| 1Y | +374.7% | -10.9% | +385.6% | +430.0% |
| All | +95.0% | +34.8% | +60.2% | +18.9% |
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