-24.6%
KVUE vs BAM
+68.2%
-92.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -3.1% |
| 7D | -7.2% | -3.9% | -3.3% | -6.6% |
| 30D | -5.7% | -8.8% | +3.1% | -4.4% |
| 3M | +0.2% | +2.2% | -2.0% | -0.3% |
| 6M | 0.0% | +5.9% | -5.9% | -1.1% |
| YTD | +6.5% | -6.1% | +12.6% | +6.9% |
| 1Y | -1.4% | -11.6% | +10.2% | -0.2% |
| 3Y | -5.6% | +51.7% | -57.3% | -14.1% |
| All | -24.6% | +68.2% | -92.8% | -30.2% |
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