+360.0%
CRWD vs BAM
+91.9%
+268.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -0.5% |
| 7D | -7.7% | +5.0% | -12.7% | -10.1% |
| 30D | -17.9% | +16.6% | -34.5% | -24.9% |
| 3M | +0.3% | +2.2% | -1.9% | -1.3% |
| 6M | +71.1% | +9.7% | +61.4% | +60.9% |
| YTD | +92.6% | +5.2% | +87.4% | +84.3% |
| 1Y | +62.0% | +3.9% | +58.1% | +56.0% |
| 3Y | +360.0% | +91.5% | +268.5% | +222.2% |
| All | +360.0% | +91.9% | +268.1% | +222.2% |
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 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