+146.7%
TRV vs BAM
+93.4%
+53.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.4% |
| 7D | -0.9% | +5.3% | -6.2% | -1.7% |
| 30D | +7.2% | +18.1% | -10.9% | +4.3% |
| 3M | +3.2% | +4.2% | -1.0% | +2.3% |
| 6M | +33.6% | +11.1% | +22.5% | +30.8% |
| YTD | +37.8% | +6.6% | +31.2% | +35.5% |
| 1Y | +43.4% | +6.2% | +37.2% | +40.9% |
| 3Y | +146.7% | +95.0% | +51.6% | +141.7% |
| All | +146.7% | +93.4% | +53.3% | +141.7% |
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 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