-52.4%
APTV vs BAM
+66.6%
-118.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.4% | +2.8% |
| 7D | +4.8% | -2.0% | +6.8% | +5.7% |
| 30D | +2.0% | -2.9% | +4.9% | +3.2% |
| 3M | -34.2% | +9.4% | -43.6% | -37.5% |
| 6M | -34.7% | +10.8% | -45.4% | -38.6% |
| YTD | -37.0% | -0.4% | -36.5% | -37.7% |
| 1Y | -40.4% | -10.9% | -29.5% | -38.1% |
| All | -52.4% | +66.6% | -118.9% | -62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling