-11.3%
TRI vs BAM
+91.9%
-103.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | -1.6% | +5.0% | -6.6% | -3.2% |
| 30D | +5.0% | +16.6% | -11.5% | -0.1% |
| 3M | +4.6% | +2.2% | +2.3% | +3.6% |
| 6M | +18.3% | +9.7% | +8.6% | +14.5% |
| YTD | -14.7% | +5.2% | -20.0% | -16.7% |
| 1Y | -16.7% | +3.9% | -20.6% | -18.5% |
| 3Y | -11.3% | +91.5% | -102.9% | -19.2% |
| All | -11.3% | +91.9% | -103.3% | -19.2% |
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