+35.1%
AVTR vs BAM
+4.2%
+30.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.2% | -5.8% | -1.4% |
| 7D | -6.2% | +14.2% | -20.5% | -10.1% |
| 30D | -1.0% | +21.0% | -22.0% | -7.1% |
| 3M | +14.4% | +5.2% | +9.2% | +12.7% |
| 6M | +95.9% | +16.0% | +79.9% | +84.2% |
| YTD | +36.6% | +6.5% | +30.1% | +31.9% |
| 1Y | +35.1% | +4.4% | +30.8% | +32.0% |
| All | +35.1% | +4.2% | +30.9% | +32.0% |
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 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