+462.4%
AU vs BAM
+88.1%
+374.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -5.1% |
| 7D | +15.3% | +5.0% | +10.3% | +13.6% |
| 30D | -0.3% | +16.6% | -16.9% | -5.2% |
| 3M | -2.9% | +2.2% | -5.1% | -3.8% |
| 6M | -10.7% | +9.7% | -20.4% | -13.5% |
| YTD | +14.0% | +5.2% | +8.7% | +10.9% |
| 1Y | +32.5% | +3.9% | +28.6% | +29.4% |
| 3Y | +557.9% | +91.5% | +466.4% | +414.6% |
| All | +462.4% | +88.1% | +374.3% | +340.0% |
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