+52.6%
BKR vs BAM
+85.6%
-33.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +3.8% | -2.7% | +6.5% | +4.6% |
| 30D | -10.3% | +15.5% | -25.8% | -14.6% |
| 3M | -21.7% | -6.9% | -14.8% | -20.1% |
| 6M | -23.8% | +9.9% | -33.7% | -26.8% |
| YTD | +10.3% | +1.4% | +8.9% | +8.2% |
| 1Y | +5.7% | +3.3% | +2.4% | +2.8% |
| 3Y | +52.6% | +83.6% | -31.0% | +32.0% |
| All | +52.6% | +85.6% | -33.0% | +32.0% |
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