+20.4%
AZO vs BAM
+85.6%
-65.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.3% | -2.7% | +4.0% | +1.6% |
| 30D | +12.0% | +15.5% | -3.6% | +10.4% |
| 3M | +7.2% | -6.9% | +14.1% | +7.5% |
| 6M | -3.2% | +9.9% | -13.1% | -4.2% |
| YTD | -3.9% | +1.4% | -5.3% | -4.7% |
| 1Y | -14.7% | +3.3% | -17.9% | -15.6% |
| 3Y | +20.4% | +83.6% | -63.2% | +13.5% |
| All | +20.4% | +85.6% | -65.2% | +13.5% |
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 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 · 6 months rolling