-65.6%
AVAV vs BAM
+2.7%
-68.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.9% | +9.5% | +10.0% |
| 7D | -10.6% | +9.7% | -20.3% | -15.4% |
| 30D | -18.8% | +19.0% | -37.8% | -26.8% |
| 3M | -34.1% | +0.6% | -34.7% | -34.3% |
| 6M | -35.3% | +11.1% | -46.4% | -39.7% |
| YTD | -53.4% | +4.2% | -57.6% | -54.2% |
| 1Y | -65.6% | +3.3% | -69.0% | -66.7% |
| All | -65.6% | +2.7% | -68.3% | -66.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling