+19.8%
AWK vs BAM
+3.7%
+16.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.0% | +0.7% |
| 7D | +2.7% | +5.0% | -2.3% | +2.8% |
| 30D | +16.7% | +16.6% | +0.1% | +17.5% |
| 3M | +11.7% | +2.2% | +9.5% | +11.0% |
| 6M | +21.9% | +9.7% | +12.2% | +22.6% |
| YTD | +17.6% | +5.2% | +12.4% | +19.5% |
| 1Y | +19.8% | +3.9% | +15.9% | +21.5% |
| All | +19.8% | +3.7% | +16.1% | +21.5% |
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