+8.2%
KMB vs BAM
-1.5%
+9.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.1% |
| 7D | -3.0% | -2.0% | -1.0% | -2.6% |
| 30D | +9.1% | +13.7% | -4.6% | +6.9% |
| 3M | -0.4% | -4.8% | +4.3% | -0.6% |
| 6M | +13.0% | +7.6% | +5.4% | +11.7% |
| YTD | +10.3% | +1.2% | +9.2% | +7.1% |
| 1Y | +8.2% | -2.3% | +10.5% | +5.3% |
| All | +8.2% | -1.5% | +9.8% | +5.3% |
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 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