-63.7%
BTDR vs BAM
+3.7%
-67.3%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.8% | -1.9% |
| 7D | -7.4% | +5.0% | -12.4% | -10.7% |
| 30D | -33.4% | +16.6% | -50.0% | -42.5% |
| 3M | -26.3% | +2.2% | -28.5% | -28.2% |
| 6M | -52.4% | +9.7% | -62.1% | -57.4% |
| YTD | -42.8% | +5.2% | -48.1% | -47.7% |
| 1Y | -63.7% | +3.9% | -67.6% | -66.5% |
| All | -63.7% | +3.7% | -67.3% | -66.5% |
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