+98.6%
APA vs BAM
-1.4%
+100.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.2% | +4.2% | +1.1% |
| 7D | +9.6% | -2.0% | +11.6% | +8.8% |
| 30D | -0.2% | +13.7% | -13.9% | +4.8% |
| 3M | +19.8% | -4.8% | +24.6% | +19.1% |
| 6M | +30.1% | +7.6% | +22.5% | +35.7% |
| YTD | +100.4% | +1.2% | +99.3% | +112.3% |
| All | +98.6% | -1.4% | +100.0% | +107.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling