+2.3%
CRDO vs BAM
-11.5%
+13.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -4.5% | -6.6% | +2.1% | -0.3% |
| 30D | -39.2% | -12.4% | -26.8% | -34.1% |
| 3M | -38.5% | +2.4% | -40.8% | -40.4% |
| 6M | +40.6% | +7.9% | +32.7% | +30.1% |
| YTD | +13.2% | -7.0% | +20.3% | +14.7% |
| 1Y | +2.3% | -13.4% | +15.7% | +12.6% |
| All | +2.3% | -11.5% | +13.8% | +12.6% |
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