+35.4%
TEAM vs BAM
+78.0%
-42.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +69.8% |
| 3M | +86.8% | +9.4% | +77.4% | +76.2% |
| 6M | +146.8% | +10.8% | +136.1% | +130.1% |
| YTD | +16.9% | -0.4% | +17.4% | +15.9% |
| 1Y | +12.8% | -10.9% | +23.7% | +19.0% |
| 3Y | -7.3% | +61.3% | -68.5% | -31.3% |
| All | +35.4% | +78.0% | -42.6% | -4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling