+618.4%
AU vs BAM
+57.7%
+560.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | +0.1% |
| 7D | -0.3% | -1.6% | +1.3% | +0.3% |
| 30D | +12.8% | -6.0% | +18.8% | +15.1% |
| 3M | +28.5% | +7.3% | +21.1% | +24.9% |
| 6M | +4.8% | +8.2% | -3.4% | +2.0% |
| YTD | +31.0% | -3.8% | +34.8% | +31.2% |
| 1Y | +81.4% | -10.7% | +92.2% | +85.4% |
| 3Y | +618.4% | +55.3% | +563.1% | +420.8% |
| All | +618.4% | +57.7% | +560.7% | +420.8% |
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