+392.6%
ASX vs BAM
+61.4%
+331.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -0.7% | -2.0% | +1.3% | +0.3% |
| 30D | +2.0% | -2.9% | +4.9% | +3.3% |
| 3M | -1.3% | +9.4% | -10.7% | -6.4% |
| 6M | +71.4% | +10.8% | +60.7% | +60.9% |
| YTD | +135.3% | -0.4% | +135.8% | +132.4% |
| 1Y | +267.5% | -10.9% | +278.3% | +284.5% |
| All | +392.6% | +61.4% | +331.3% | +246.2% |
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