+9.1%
APD vs BAM
+84.5%
-75.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.1% | -2.3% |
| 7D | -0.7% | +7.9% | -8.7% | -2.4% |
| 30D | +10.1% | +16.0% | -5.9% | +6.5% |
| 3M | +4.9% | +0.6% | +4.2% | +4.5% |
| 6M | +2.5% | +10.5% | -8.0% | -0.3% |
| YTD | +27.8% | +3.2% | +24.6% | +25.9% |
| 1Y | +32.9% | +1.0% | +31.8% | +31.4% |
| 3Y | +13.4% | +84.2% | -70.9% | -5.3% |
| All | +9.1% | +84.5% | -75.4% | -9.4% |
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