+33.2%
KO vs BAM
-12.8%
+46.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.2% |
| 7D | -1.1% | -6.1% | +5.0% | -1.6% |
| 30D | +1.6% | -13.8% | +15.4% | +0.4% |
| 3M | +5.8% | +4.4% | +1.4% | +6.6% |
| 6M | +14.3% | +6.4% | +7.9% | +15.4% |
| YTD | +27.3% | -7.1% | +34.4% | +26.9% |
| 1Y | +33.2% | -11.8% | +45.0% | +31.9% |
| All | +33.2% | -12.8% | +46.0% | +31.9% |
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