+13.6%
TGT vs BAM
+78.0%
-64.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.4% | +0.1% |
| 7D | +0.8% | -2.0% | +2.7% | +1.4% |
| 30D | +12.2% | -2.9% | +15.1% | +13.1% |
| 3M | +33.8% | +9.4% | +24.4% | +29.5% |
| 6M | +39.3% | +10.8% | +28.5% | +33.7% |
| YTD | +72.9% | -0.4% | +73.3% | +71.4% |
| 1Y | +84.6% | -10.9% | +95.4% | +89.7% |
| 3Y | +46.2% | +61.3% | -15.0% | +20.6% |
| All | +13.6% | +78.0% | -64.3% | -8.8% |
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 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