+299.6%
ASX vs BAM
+84.2%
+215.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.0% | -17.7% | -19.2% |
| 7D | -33.3% | +7.9% | -41.2% | -35.7% |
| 30D | -36.5% | +16.0% | -52.5% | -41.2% |
| 3M | -19.2% | +0.6% | -19.8% | -19.8% |
| 6M | -10.2% | +10.5% | -20.7% | -15.7% |
| YTD | +86.5% | +3.2% | +83.2% | +80.4% |
| 1Y | +89.6% | +1.0% | +88.6% | +85.7% |
| All | +299.6% | +84.2% | +215.4% | +160.8% |
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