+528.6%
BTSG vs BAM
+47.9%
+480.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +2.1% |
| 7D | +4.4% | +5.3% | -0.9% | +2.2% |
| 30D | +8.5% | +18.1% | -9.6% | +1.1% |
| 3M | +10.8% | +4.2% | +6.5% | +8.2% |
| 6M | +26.1% | +11.1% | +15.0% | +18.7% |
| YTD | +84.6% | +6.6% | +78.0% | +76.4% |
| 1Y | +108.7% | +6.2% | +102.5% | +99.6% |
| All | +528.6% | +47.9% | +480.8% | +425.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling