-1.6%
TEAM vs BAM
+2.7%
-4.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.9% | -17.1% | -16.5% |
| 7D | -19.8% | +9.7% | -29.6% | -23.2% |
| 30D | -21.5% | +19.0% | -40.5% | -27.8% |
| 3M | +39.5% | +0.6% | +38.9% | +39.2% |
| 6M | +73.1% | +11.1% | +62.0% | +63.3% |
| YTD | -5.2% | +4.2% | -9.4% | -8.4% |
| 1Y | -1.6% | +3.3% | -4.9% | -5.1% |
| All | -1.6% | +2.7% | -4.2% | -5.1% |
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