+9.6%
APD vs BAM
+90.5%
-80.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +1.5% |
| 7D | -1.6% | +5.3% | -6.8% | -2.7% |
| 30D | +10.6% | +18.1% | -7.5% | +6.6% |
| 3M | +2.5% | +4.2% | -1.7% | +1.4% |
| 6M | +6.0% | +11.1% | -5.1% | +3.0% |
| YTD | +28.4% | +6.6% | +21.8% | +25.7% |
| 1Y | +22.2% | +6.2% | +15.9% | +19.4% |
| 3Y | +26.6% | +95.0% | -68.5% | +4.3% |
| All | +9.6% | +90.5% | -80.9% | -9.5% |
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