+109.4%
TRV vs BAM
+78.0%
+31.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -0.1% | -2.0% | +1.8% | +0.1% |
| 30D | -3.4% | -2.9% | -0.5% | -3.1% |
| 3M | +26.4% | +9.4% | +17.0% | +24.3% |
| 6M | +19.3% | +10.8% | +8.5% | +16.8% |
| YTD | +28.3% | -0.4% | +28.8% | +27.8% |
| 1Y | +34.3% | -10.9% | +45.1% | +36.3% |
| 3Y | +140.1% | +61.3% | +78.9% | +121.7% |
| All | +109.4% | +78.0% | +31.4% | +89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling