+399.8%
CRWD vs BAM
+57.7%
+342.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | +0.5% |
| 7D | -2.3% | -1.6% | -0.8% | -1.4% |
| 30D | -2.1% | -6.0% | +3.9% | +1.4% |
| 3M | +27.5% | +7.3% | +20.2% | +22.0% |
| 6M | +95.8% | +8.2% | +87.6% | +85.3% |
| YTD | +79.2% | -3.8% | +83.1% | +81.1% |
| 1Y | +96.3% | -10.7% | +107.0% | +107.0% |
| 3Y | +399.8% | +55.3% | +344.4% | +295.1% |
| All | +399.8% | +57.7% | +342.1% | +295.1% |
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