+87.8%
CRS vs BAM
-12.6%
+100.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | +0.4% |
| 7D | -0.5% | -3.9% | +3.4% | +0.2% |
| 30D | -18.1% | -8.8% | -9.3% | -16.9% |
| 3M | -12.4% | +2.2% | -14.6% | -13.1% |
| 6M | +15.9% | +5.9% | +10.0% | +13.5% |
| YTD | +45.8% | -6.1% | +51.9% | +43.0% |
| 1Y | +87.8% | -11.6% | +99.4% | +88.9% |
| All | +87.8% | -12.6% | +100.3% | +88.9% |
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