+3.3%
AON vs BAM
+67.8%
-64.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.2% | -3.2% |
| 7D | -7.9% | -3.9% | -4.0% | -7.4% |
| 30D | -14.6% | -8.8% | -5.8% | -13.6% |
| 3M | -7.9% | +2.2% | -10.1% | -8.2% |
| 6M | -8.0% | +5.9% | -13.9% | -8.9% |
| YTD | -13.2% | -6.1% | -7.1% | -12.8% |
| 1Y | -16.4% | -11.6% | -4.8% | -15.5% |
| 3Y | -6.7% | +51.7% | -58.3% | -14.2% |
| All | +3.3% | +67.8% | -64.6% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling