+71.6%
TPG vs BAM
+85.6%
-14.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | +5.0% | -2.7% | +7.7% | +7.6% |
| 30D | +15.7% | +15.5% | +0.2% | +2.1% |
| 3M | -10.6% | -6.9% | -3.7% | -4.9% |
| 6M | +15.9% | +9.9% | +6.0% | +6.8% |
| YTD | -20.6% | +1.4% | -22.0% | -21.5% |
| 1Y | -11.8% | +3.3% | -15.0% | -14.0% |
| 3Y | +71.6% | +83.6% | -12.1% | +17.6% |
| All | +71.6% | +85.6% | -14.0% | +17.6% |
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