+34.8%
KRMN vs BAM
-1.2%
+36.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.2% | -7.2% | -8.0% |
| 7D | +26.2% | -2.0% | +28.2% | +28.2% |
| 30D | +34.3% | +13.7% | +20.7% | +22.6% |
| 3M | -34.6% | -4.8% | -29.8% | -33.0% |
| 6M | -35.2% | +7.6% | -42.8% | -39.0% |
| YTD | -44.6% | +1.2% | -45.8% | -46.4% |
| 1Y | -40.2% | -2.3% | -37.9% | -40.3% |
| All | +34.8% | -1.2% | +36.0% | +29.2% |
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