-70.6%
AXTX vs BAM
+3.0%
-73.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.3% | -3.4% | +28.8% | +24.3% |
| 7D | +49.3% | -1.6% | +50.9% | +48.3% |
| 30D | -49.1% | -6.0% | -43.1% | -50.6% |
| 3M | -72.6% | +7.3% | -79.9% | -73.5% |
| All | -70.6% | +3.0% | -73.6% | -71.1% |
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 · Available span rolling