+17.2%
KRMN vs BAM
-8.3%
+25.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.4% | -8.9% | -9.7% |
| 7D | -12.9% | -3.9% | -8.9% | -10.4% |
| 30D | -43.3% | -8.8% | -34.5% | -40.0% |
| 3M | -27.2% | +2.2% | -29.4% | -28.5% |
| 6M | -66.8% | +5.9% | -72.7% | -68.2% |
| YTD | -51.9% | -6.1% | -45.8% | -50.7% |
| 1Y | -43.7% | -11.6% | -32.0% | -39.9% |
| All | +17.2% | -8.3% | +25.5% | +18.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling