+587.0%
CRWD vs BAM
+78.0%
+509.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | -2.4% | -2.0% | -0.5% | -1.2% |
| 30D | +1.5% | -2.9% | +4.5% | +3.1% |
| 3M | +18.5% | +9.4% | +9.2% | +12.5% |
| 6M | +109.1% | +10.8% | +98.3% | +95.8% |
| YTD | +81.8% | -0.4% | +82.3% | +80.2% |
| 1Y | +106.7% | -10.9% | +117.5% | +117.7% |
| 3Y | +428.7% | +61.3% | +367.4% | +304.7% |
| All | +587.0% | +78.0% | +509.1% | +393.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling