+6.3%
FE vs BAM
+4.2%
+2.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | 0.0% |
| 7D | +1.7% | +14.2% | -12.5% | +1.6% |
| 30D | +8.1% | +21.0% | -12.9% | +8.2% |
| 3M | -1.3% | +5.2% | -6.5% | -1.7% |
| 6M | +2.9% | +16.0% | -13.1% | +2.8% |
| YTD | +8.6% | +6.5% | +2.1% | +8.4% |
| 1Y | +6.3% | +4.4% | +2.0% | +6.2% |
| All | +6.3% | +4.2% | +2.1% | +6.2% |
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 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