+21.8%
FDS vs BAM
-1.2%
+23.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +1.5% | -2.7% | +4.1% | +2.4% |
| 30D | +14.8% | +15.5% | -0.7% | +8.7% |
| 3M | +16.3% | -6.9% | +23.1% | +18.2% |
| 6M | +66.2% | +9.9% | +56.3% | +59.4% |
| YTD | +16.2% | +1.4% | +14.8% | +14.6% |
| 1Y | +21.8% | +3.3% | +18.6% | +20.4% |
| All | +21.8% | -1.2% | +23.0% | +20.4% |
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