+405.3%
ASX vs BAM
+84.5%
+320.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.0% | -17.7% | -19.4% |
| 7D | -33.3% | +7.9% | -41.2% | -35.5% |
| 30D | -36.5% | +16.0% | -52.5% | -40.8% |
| 3M | -19.2% | +0.6% | -19.8% | -19.7% |
| 6M | -10.2% | +10.5% | -20.7% | -15.2% |
| YTD | +86.5% | +3.2% | +83.2% | +81.0% |
| 1Y | +89.6% | +1.0% | +88.6% | +86.0% |
| 3Y | +298.6% | +84.2% | +214.4% | +199.1% |
| All | +405.3% | +84.5% | +320.8% | +272.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling