+47.1%
ARMK vs BAM
+5.0%
+42.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.9% | +3.7% |
| 7D | +0.9% | +5.3% | -4.3% | -0.2% |
| 30D | -0.4% | +18.1% | -18.5% | -4.2% |
| 3M | -2.0% | +4.2% | -6.2% | -2.6% |
| 6M | +22.0% | +11.1% | +10.9% | +19.1% |
| YTD | +49.6% | +6.6% | +43.0% | +47.0% |
| All | +47.1% | +5.0% | +42.1% | +44.5% |
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