+30.3%
KR vs BAM
+57.7%
-27.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -2.6% |
| 7D | -1.3% | -1.6% | +0.3% | -1.4% |
| 30D | +1.5% | -6.0% | +7.5% | +1.2% |
| 3M | -8.5% | +7.3% | -15.9% | -8.0% |
| 6M | -21.9% | +8.2% | -30.1% | -21.3% |
| YTD | -6.9% | -3.8% | -3.0% | -6.7% |
| 1Y | -14.0% | -10.7% | -3.2% | -14.2% |
| 3Y | +30.3% | +55.3% | -25.0% | +28.0% |
| All | +30.3% | +57.7% | -27.4% | +28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling