-34.7%
APTV vs BAM
+10.5%
-45.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.4% | +2.9% |
| 7D | +4.8% | -2.0% | +6.8% | +5.4% |
| 30D | +2.0% | -2.9% | +4.9% | +2.6% |
| 3M | -34.2% | +9.4% | -43.6% | -37.3% |
| 6M | -34.7% | +10.8% | -45.4% | -38.9% |
| All | -34.7% | +10.5% | -45.2% | -38.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling