-18.0%
KVUE vs BAM
+70.1%
-88.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +72.8% | -59.8% | +0.3% |
| 7D | +13.0% | +72.8% | -59.8% | +0.3% |
| 30D | +13.0% | +72.8% | -59.8% | +0.3% |
| 3M | +13.0% | +72.8% | -59.8% | +0.3% |
| 6M | +13.0% | +72.8% | -59.8% | +0.3% |
| YTD | +13.0% | +72.8% | -59.8% | +0.3% |
| 1Y | +13.0% | +72.8% | -59.8% | +0.3% |
| 3Y | +17.3% | +84.5% | -67.1% | +3.6% |
| All | -18.0% | +70.1% | -88.1% | -26.3% |
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