-8.0%
APO vs BAM
+2.7%
-10.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -1.2% |
| 7D | +0.8% | +9.7% | -8.9% | -6.7% |
| 30D | +1.0% | +19.0% | -18.0% | -12.6% |
| 3M | -8.4% | +0.6% | -9.0% | -8.6% |
| 6M | -9.1% | +11.1% | -20.2% | -16.9% |
| YTD | -18.3% | +4.2% | -22.5% | -21.4% |
| 1Y | -8.0% | +3.3% | -11.3% | -10.9% |
| All | -8.0% | +2.7% | -10.6% | -10.9% |
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