+537.7%
ASX vs BAM
+78.0%
+459.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -0.7% | -2.0% | +1.3% | +0.2% |
| 30D | +2.0% | -2.9% | +4.9% | +3.2% |
| 3M | -1.3% | +9.4% | -10.7% | -5.9% |
| 6M | +71.4% | +10.8% | +60.7% | +62.0% |
| YTD | +135.3% | -0.4% | +135.8% | +132.8% |
| 1Y | +267.5% | -10.9% | +278.3% | +282.5% |
| 3Y | +388.5% | +61.3% | +327.2% | +283.4% |
| All | +537.7% | +78.0% | +459.7% | +378.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling