+107.3%
TRV vs BAM
+71.9%
+35.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.5% |
| 7D | +0.5% | -1.6% | +2.1% | +0.7% |
| 30D | -4.9% | -6.0% | +1.1% | -4.0% |
| 3M | +23.7% | +7.3% | +16.4% | +22.0% |
| 6M | +20.3% | +8.2% | +12.1% | +18.2% |
| YTD | +27.1% | -3.8% | +30.9% | +27.1% |
| 1Y | +35.3% | -10.7% | +46.1% | +37.1% |
| 3Y | +139.8% | +55.3% | +84.5% | +122.7% |
| All | +107.3% | +71.9% | +35.4% | +88.7% |
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 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