-7.9%
TEAM vs BAM
+61.4%
-69.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -3.0% |
| 7D | -0.4% | -2.0% | +1.5% | +0.8% |
| 30D | +67.3% | -2.9% | +70.2% | +69.9% |
| 3M | +86.8% | +9.4% | +77.4% | +75.7% |
| 6M | +146.8% | +10.8% | +136.1% | +129.1% |
| YTD | +16.9% | -0.4% | +17.4% | +15.8% |
| 1Y | +12.8% | -10.9% | +23.7% | +19.5% |
| All | -7.9% | +61.4% | -69.3% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling