+925.7%
CRDO vs BAM
+48.7%
+876.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -3.7% |
| 7D | -2.4% | -6.1% | +3.7% | +2.8% |
| 30D | -35.3% | -13.8% | -21.4% | -27.0% |
| 3M | -32.6% | +4.4% | -36.9% | -36.0% |
| 6M | +42.7% | +6.4% | +36.3% | +32.4% |
| YTD | +11.4% | -7.1% | +18.5% | +14.8% |
| 1Y | -2.2% | -11.8% | +9.6% | +6.3% |
| All | +925.7% | +48.7% | +876.9% | +676.5% |
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