+35.4%
FLR vs BAM
-8.8%
+44.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.5% |
| 7D | +5.4% | -2.0% | +7.4% | +6.0% |
| 30D | +11.4% | -2.9% | +14.3% | +12.0% |
| 3M | +11.4% | +9.4% | +2.0% | +6.6% |
| 6M | +16.6% | +10.8% | +5.9% | +9.7% |
| YTD | +41.7% | -0.4% | +42.2% | +40.6% |
| 1Y | +35.4% | -10.9% | +46.3% | +40.1% |
| All | +35.4% | -8.8% | +44.2% | +40.1% |
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