+2,769.1%
APP vs BAM
+90.5%
+2,678.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.5% | +3.0% |
| 7D | +79.2% | +5.3% | +73.9% | +71.3% |
| 30D | +48.0% | +18.1% | +29.9% | +28.4% |
| 3M | +18.2% | +4.2% | +14.0% | +12.6% |
| 6M | -12.5% | +11.1% | -23.6% | -21.6% |
| YTD | -39.2% | +6.6% | -45.8% | -44.1% |
| 1Y | -33.9% | +6.2% | -40.1% | -39.1% |
| 3Y | +933.3% | +95.0% | +838.2% | +496.5% |
| All | +2,769.1% | +90.5% | +2,678.6% | +1,573.5% |
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