-68.4%
FLNC vs BAM
+4.2%
-72.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +6.2% | +4.0% | +4.9% |
| 7D | -2.1% | +14.2% | -16.3% | -13.3% |
| 30D | -20.8% | +21.0% | -41.8% | -33.6% |
| 3M | -61.3% | +5.2% | -66.5% | -63.2% |
| 6M | -50.9% | +16.0% | -66.8% | -57.5% |
| YTD | -69.4% | +6.5% | -75.8% | -70.5% |
| 1Y | -68.4% | +4.4% | -72.8% | -68.3% |
| All | -68.4% | +4.2% | -72.6% | -68.3% |
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 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