-1.2%
AMT vs BAM
+88.1%
-89.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.9% |
| 7D | +1.6% | +5.0% | -3.3% | +0.9% |
| 30D | +4.5% | +16.6% | -12.1% | +2.1% |
| 3M | +13.8% | +2.2% | +11.6% | +13.2% |
| 6M | +10.0% | +9.7% | +0.4% | +8.2% |
| YTD | +11.8% | +5.2% | +6.5% | +10.2% |
| 1Y | +10.2% | +3.9% | +6.3% | +8.8% |
| 3Y | +15.1% | +91.5% | -76.4% | -4.9% |
| All | -1.2% | +88.1% | -89.3% | -18.6% |
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