+13.7%
AR vs BAM
+4.2%
+9.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +6.2% | -12.5% | -4.8% |
| 7D | -11.1% | +14.2% | -25.3% | -8.3% |
| 30D | +7.9% | +21.0% | -13.1% | +12.5% |
| 3M | +4.9% | +5.2% | -0.3% | +6.8% |
| 6M | -5.3% | +16.0% | -21.3% | -1.5% |
| YTD | +8.6% | +6.5% | +2.2% | +13.0% |
| 1Y | +13.7% | +4.4% | +9.3% | +19.5% |
| All | +13.7% | +4.2% | +9.4% | +19.5% |
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 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