-13.1%
CRCL vs BAM
-8.8%
-4.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.8% |
| 7D | +17.1% | -2.0% | +19.1% | +19.8% |
| 30D | +61.3% | -2.9% | +64.2% | +66.4% |
| 3M | +12.7% | +9.4% | +3.3% | +1.7% |
| 6M | -3.1% | +10.8% | -13.8% | -15.2% |
| YTD | +28.7% | -0.4% | +29.1% | +28.9% |
| 1Y | -13.1% | -10.9% | -2.3% | +7.2% |
| All | -13.1% | -8.8% | -4.3% | +7.2% |
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