+11.7%
CRCL vs BAM
-12.0%
+23.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -1.0% | -0.9% |
| 7D | +4.9% | -3.9% | +8.8% | +9.6% |
| 30D | +38.7% | -8.8% | +47.5% | +52.6% |
| 3M | +14.7% | +2.2% | +12.5% | +11.5% |
| 6M | -16.9% | +5.9% | -22.8% | -23.3% |
| YTD | +17.3% | -6.1% | +23.4% | +24.5% |
| 1Y | -21.2% | -11.6% | -9.6% | -8.9% |
| All | +11.7% | -12.0% | +23.7% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling