+516.9%
ASX vs BAM
+80.8%
+436.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.9% | -3.0% |
| 7D | +22.1% | -2.0% | +24.1% | +23.3% |
| 30D | -23.8% | +13.7% | -37.4% | -28.3% |
| 3M | -7.6% | -4.8% | -2.9% | -5.7% |
| 6M | +6.9% | +7.6% | -0.7% | +2.3% |
| YTD | +127.7% | +1.2% | +126.5% | +123.2% |
| 1Y | +144.5% | -2.3% | +146.8% | +143.7% |
| 3Y | +377.8% | +84.1% | +293.7% | +259.8% |
| All | +516.9% | +80.8% | +436.1% | +359.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling