+64.9%
CLBK vs BAM
+4.2%
+60.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | -0.8% |
| 7D | +4.6% | +14.2% | -9.6% | +0.7% |
| 30D | -1.5% | +21.0% | -22.5% | -6.7% |
| 3M | +4.4% | +5.2% | -0.8% | +2.6% |
| 6M | +31.7% | +16.0% | +15.7% | +24.9% |
| YTD | +58.7% | +6.5% | +52.2% | +54.3% |
| 1Y | +64.9% | +4.4% | +60.5% | +61.4% |
| All | +64.9% | +4.2% | +60.6% | +61.4% |
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