+26.8%
KR vs BAM
+67.8%
-41.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -1.4% |
| 7D | -3.1% | -3.9% | +0.9% | -3.1% |
| 30D | +0.6% | -8.8% | +9.4% | +0.4% |
| 3M | -9.8% | +2.2% | -12.0% | -9.7% |
| 6M | -22.1% | +5.9% | -28.1% | -21.9% |
| YTD | -8.1% | -6.1% | -2.0% | -8.0% |
| 1Y | -14.7% | -11.6% | -3.0% | -14.7% |
| 3Y | +28.6% | +51.7% | -23.1% | +24.6% |
| All | +26.8% | +67.8% | -41.0% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling