-30.3%
FBTC vs BAM
-12.8%
-17.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.1% |
| 7D | +1.5% | -1.6% | +3.1% | +2.3% |
| 30D | +20.7% | -6.0% | +26.7% | +23.7% |
| 3M | +23.7% | +7.3% | +16.3% | +18.2% |
| 6M | +15.0% | +8.2% | +6.8% | +9.0% |
| YTD | -10.5% | -3.8% | -6.7% | -10.1% |
| 1Y | -30.3% | -10.7% | -19.5% | -27.5% |
| All | -30.3% | -12.8% | -17.5% | -27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling