+44.1%
TRV vs BAM
+3.7%
+40.4%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.5% |
| 7D | +1.4% | +5.0% | -3.6% | +1.1% |
| 30D | +8.7% | +16.6% | -7.9% | +8.1% |
| 3M | +7.1% | +2.2% | +4.8% | +6.6% |
| 6M | +35.5% | +9.7% | +25.8% | +34.9% |
| YTD | +39.7% | +5.2% | +34.5% | +38.9% |
| 1Y | +44.1% | +3.9% | +40.2% | +42.7% |
| All | +44.1% | +3.7% | +40.4% | +42.7% |
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