-55.8%
FIG vs BAM
-8.8%
-47.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.9% |
| 7D | -16.3% | -2.0% | -14.3% | -14.9% |
| 30D | -14.3% | -2.9% | -11.4% | -12.4% |
| 3M | +7.2% | +9.4% | -2.2% | -2.7% |
| 6M | -18.6% | +10.8% | -29.4% | -27.7% |
| YTD | -35.5% | -0.4% | -35.0% | -35.8% |
| 1Y | -55.8% | -10.9% | -44.9% | -46.4% |
| All | -55.8% | -8.8% | -47.0% | -46.4% |
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