+75.7%
AMP vs BAM
+67.8%
+7.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | +0.3% |
| 7D | 0.0% | -3.9% | +3.9% | +1.9% |
| 30D | -1.0% | -8.8% | +7.8% | +3.2% |
| 3M | +23.2% | +2.2% | +21.1% | +21.5% |
| 6M | +20.4% | +5.9% | +14.5% | +16.1% |
| YTD | +13.6% | -6.1% | +19.8% | +15.7% |
| 1Y | +13.4% | -11.6% | +25.0% | +18.5% |
| 3Y | +66.5% | +51.7% | +14.8% | +35.5% |
| All | +75.7% | +67.8% | +7.9% | +35.6% |
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