+56.2%
CLBK vs BAM
+66.6%
-10.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | +1.2% | -2.0% | +3.2% | +2.0% |
| 30D | +9.1% | -2.9% | +12.0% | +10.2% |
| 3M | +27.7% | +9.4% | +18.3% | +21.8% |
| 6M | +40.8% | +10.8% | +30.1% | +33.0% |
| YTD | +66.4% | -0.4% | +66.8% | +64.5% |
| 1Y | +72.4% | -10.9% | +83.2% | +79.1% |
| All | +56.2% | +66.6% | -10.3% | +14.3% |
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