+13.9%
COR vs BAM
-8.8%
+22.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -1.8% |
| 7D | +2.8% | -2.0% | +4.7% | +2.6% |
| 30D | +4.5% | -2.9% | +7.5% | +4.4% |
| 3M | +22.7% | +9.4% | +13.3% | +24.0% |
| 6M | -9.7% | +10.8% | -20.5% | -8.4% |
| YTD | -1.4% | -0.4% | -1.0% | -0.4% |
| 1Y | +13.9% | -10.9% | +24.8% | +13.2% |
| All | +13.9% | -8.8% | +22.8% | +13.2% |
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