+85.8%
TPG vs BAM
+50.2%
+35.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.4% | -1.6% | -1.9% |
| 7D | -6.5% | -3.9% | -2.6% | -3.2% |
| 30D | +0.1% | -8.8% | +8.9% | +8.3% |
| 3M | +14.5% | +2.2% | +12.3% | +12.5% |
| 6M | +17.3% | +5.9% | +11.4% | +11.8% |
| YTD | -20.5% | -6.1% | -14.4% | -16.1% |
| 1Y | -13.2% | -11.6% | -1.6% | -3.8% |
| All | +85.8% | +50.2% | +35.6% | +41.0% |
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