+7.1%
TEAM vs BAM
+81.2%
-74.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -2.4% | -2.7% | +0.3% | -0.9% |
| 30D | -26.7% | +15.5% | -42.2% | -33.1% |
| 3M | -9.6% | -6.9% | -2.8% | -6.5% |
| 6M | +86.0% | +9.9% | +76.2% | +73.3% |
| YTD | -7.5% | +1.4% | -8.9% | -9.9% |
| 1Y | -1.4% | +3.3% | -4.6% | -5.2% |
| 3Y | -14.3% | +83.6% | -97.9% | -41.1% |
| All | +7.1% | +81.2% | -74.1% | -25.8% |
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