+61.7%
CF vs BAM
-8.8%
+70.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.9% | -3.0% |
| 7D | +6.0% | -2.0% | +8.0% | +5.4% |
| 30D | +14.8% | -2.9% | +17.8% | +14.0% |
| 3M | +14.1% | +9.4% | +4.7% | +17.5% |
| 6M | +28.5% | +10.8% | +17.8% | +34.3% |
| YTD | +74.9% | -0.4% | +75.4% | +83.3% |
| 1Y | +61.7% | -10.9% | +72.6% | +70.9% |
| All | +61.7% | -8.8% | +70.5% | +70.9% |
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