+177.6%
KEEL vs BAM
-8.8%
+186.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.0% |
| 7D | +7.8% | -2.0% | +9.7% | +9.8% |
| 30D | -11.7% | -2.9% | -8.8% | -10.7% |
| 3M | -41.5% | +9.4% | -50.9% | -48.8% |
| 6M | +54.9% | +10.8% | +44.2% | +32.9% |
| YTD | +47.7% | -0.4% | +48.1% | +46.0% |
| 1Y | +177.6% | -10.9% | +188.5% | +234.2% |
| All | +177.6% | -8.8% | +186.4% | +234.2% |
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