+104.7%
CRL vs BAM
+3.7%
+101.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.9% | -1.8% |
| 7D | -1.7% | +5.0% | -6.7% | -3.1% |
| 30D | +14.6% | +16.6% | -2.0% | +8.4% |
| 3M | +24.8% | +2.2% | +22.6% | +24.2% |
| 6M | +94.7% | +9.7% | +85.0% | +88.8% |
| YTD | +73.4% | +5.2% | +68.1% | +67.5% |
| 1Y | +104.7% | +3.9% | +100.7% | +99.2% |
| All | +104.7% | +3.7% | +101.0% | +99.2% |
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