+807.0%
CRDO vs BAM
+81.2%
+725.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.2% | -6.1% |
| 7D | +9.1% | -2.7% | +11.8% | +11.3% |
| 30D | -26.6% | +15.5% | -42.1% | -35.0% |
| 3M | -50.6% | -6.9% | -43.7% | -48.4% |
| 6M | -30.6% | +9.9% | -40.4% | -37.1% |
| YTD | -8.6% | +1.4% | -10.0% | -12.8% |
| 1Y | -8.0% | +3.3% | -11.3% | -13.7% |
| 3Y | +704.3% | +83.6% | +620.7% | +453.6% |
| All | +807.0% | +81.2% | +725.7% | +512.2% |
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 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