-31.4%
TRMB vs BAM
+5.0%
-36.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.3% | +0.2% |
| 7D | -17.0% | +5.3% | -22.2% | -19.0% |
| 30D | -9.0% | +18.1% | -27.1% | -16.5% |
| 3M | -8.1% | +4.2% | -12.3% | -10.4% |
| 6M | -10.1% | +11.1% | -21.1% | -15.4% |
| YTD | -30.2% | +6.6% | -36.8% | -33.4% |
| All | -31.4% | +5.0% | -36.4% | -34.1% |
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