+14.3%
AON vs BAM
+88.1%
-73.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.4% |
| 7D | +1.9% | +5.0% | -3.1% | +1.1% |
| 30D | +23.3% | +16.6% | +6.7% | +20.5% |
| 3M | -5.5% | +2.2% | -7.8% | -6.1% |
| 6M | +8.0% | +9.7% | -1.6% | +6.3% |
| YTD | -4.0% | +5.2% | -9.2% | -5.2% |
| 1Y | -1.7% | +3.9% | -5.7% | -2.9% |
| 3Y | +2.9% | +91.5% | -88.6% | -8.5% |
| All | +14.3% | +88.1% | -73.8% | +0.8% |
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