+15.1%
TEAM vs BAM
+4.2%
+10.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -3.2% |
| 7D | -13.7% | +14.2% | -28.0% | -18.9% |
| 30D | -3.4% | +21.0% | -24.4% | -11.8% |
| 3M | +72.1% | +5.2% | +66.9% | +68.1% |
| 6M | +103.8% | +16.0% | +87.9% | +88.4% |
| YTD | +17.1% | +6.5% | +10.6% | +12.1% |
| 1Y | +15.1% | +4.4% | +10.7% | +10.5% |
| All | +15.1% | +4.2% | +10.8% | +10.5% |
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