+78.5%
TGT vs BAM
-12.8%
+91.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | -5.0% | -6.1% | +1.0% | -4.0% |
| 30D | +3.0% | -13.8% | +16.9% | +5.6% |
| 3M | +22.6% | +4.4% | +18.2% | +21.6% |
| 6M | +31.2% | +6.4% | +24.8% | +29.2% |
| YTD | +63.7% | -7.1% | +70.8% | +65.1% |
| 1Y | +78.5% | -11.8% | +90.3% | +84.9% |
| All | +78.5% | -12.8% | +91.3% | +84.9% |
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