+66.9%
KEYS vs BAM
-1.2%
+68.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | +9.4% | -2.7% | +12.1% | +9.8% |
| 30D | -16.8% | +15.5% | -32.3% | -18.9% |
| 3M | -15.9% | -6.9% | -9.0% | -13.8% |
| 6M | -17.6% | +9.9% | -27.5% | -19.2% |
| YTD | +46.5% | +1.4% | +45.1% | +45.5% |
| 1Y | +66.9% | +3.3% | +63.6% | +64.0% |
| All | +66.9% | -1.2% | +68.1% | +64.0% |
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