-45.4%
FND vs BAM
-12.8%
-32.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.4% | -1.2% | -2.4% |
| 7D | +0.4% | -1.6% | +2.0% | +1.5% |
| 30D | -23.6% | -6.0% | -17.6% | -20.5% |
| 3M | +4.3% | +7.3% | -3.0% | -0.7% |
| 6M | -20.3% | +8.2% | -28.5% | -24.6% |
| YTD | -21.3% | -3.8% | -17.5% | -20.4% |
| 1Y | -45.4% | -10.7% | -34.6% | -43.4% |
| All | -45.4% | -12.8% | -32.6% | -43.4% |
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