-8.8%
TRI vs BAM
+71.9%
-80.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.4% | -3.1% | -5.5% |
| 7D | -7.1% | -1.6% | -5.5% | -6.6% |
| 30D | -2.3% | -6.0% | +3.7% | -0.5% |
| 3M | +19.6% | +7.3% | +12.2% | +17.3% |
| 6M | -8.7% | +8.2% | -16.9% | -10.7% |
| YTD | -22.3% | -3.8% | -18.4% | -21.6% |
| 1Y | -40.7% | -10.7% | -29.9% | -39.5% |
| 3Y | -17.8% | +55.3% | -73.1% | -27.3% |
| All | -8.8% | +71.9% | -80.7% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling