-47.0%
APTV vs BAM
+85.9%
-132.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.9% |
| 7D | -10.2% | +9.7% | -19.9% | -14.2% |
| 30D | -10.8% | +19.0% | -29.8% | -18.1% |
| 3M | -14.8% | +0.6% | -15.4% | -15.3% |
| 6M | -30.6% | +11.1% | -41.6% | -34.8% |
| YTD | -48.2% | +4.2% | -52.3% | -50.0% |
| 1Y | -52.0% | +3.3% | -55.3% | -53.5% |
| 3Y | -47.0% | +88.8% | -135.8% | -65.9% |
| All | -47.0% | +85.9% | -132.9% | -65.9% |
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 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