+2.1%
BTI vs BAM
-12.6%
+14.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.4% |
| 7D | -2.4% | -3.9% | +1.5% | -2.3% |
| 30D | -4.8% | -8.8% | +4.0% | -4.4% |
| 3M | -8.1% | +2.2% | -10.3% | -8.1% |
| 6M | -4.2% | +5.9% | -10.1% | -4.4% |
| YTD | -1.3% | -6.1% | +4.8% | -1.3% |
| 1Y | +2.1% | -11.6% | +13.7% | +1.7% |
| All | +2.1% | -12.6% | +14.7% | +1.7% |
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