+46.8%
TGT vs BAM
+57.7%
-10.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.4% | +0.1% |
| 7D | -0.6% | -1.6% | +1.0% | -0.1% |
| 30D | +9.5% | -6.0% | +15.5% | +11.7% |
| 3M | +32.3% | +7.3% | +24.9% | +28.4% |
| 6M | +37.0% | +8.2% | +28.8% | +32.1% |
| YTD | +71.0% | -3.8% | +74.9% | +71.5% |
| 1Y | +85.0% | -10.7% | +95.8% | +90.3% |
| 3Y | +46.8% | +55.3% | -8.5% | +12.6% |
| All | +46.8% | +57.7% | -10.9% | +12.6% |
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