+47.4%
TER vs BAM
-1.5%
+49.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.1% |
| 7D | +24.0% | -2.0% | +26.0% | +24.7% |
| 30D | -30.6% | +13.7% | -44.3% | -33.6% |
| 3M | -34.5% | -4.8% | -29.7% | -32.7% |
| 6M | -26.4% | +7.6% | -34.0% | -28.8% |
| YTD | +36.4% | +1.2% | +35.3% | +33.8% |
| 1Y | +47.4% | -2.3% | +49.7% | +49.8% |
| All | +47.4% | -1.5% | +49.0% | +49.8% |
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 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