+36.1%
TPR vs BAM
+2.7%
+33.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -2.0% | -1.3% |
| 7D | +14.2% | +9.7% | +4.5% | +10.3% |
| 30D | +17.1% | +19.0% | -1.9% | +10.1% |
| 3M | -17.7% | +0.6% | -18.3% | -18.7% |
| 6M | -10.2% | +11.1% | -21.3% | -15.1% |
| YTD | +4.9% | +4.2% | +0.7% | +0.2% |
| 1Y | +36.1% | +3.3% | +32.8% | +29.3% |
| All | +36.1% | +2.7% | +33.5% | +29.3% |
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