+8.6%
FOXA vs BAM
-8.8%
+17.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.5% |
| 7D | -4.0% | -2.0% | -2.0% | -3.7% |
| 30D | +12.0% | -2.9% | +14.9% | +12.2% |
| 3M | +0.3% | +9.4% | -9.1% | -1.5% |
| 6M | +12.5% | +10.8% | +1.7% | +10.0% |
| YTD | -9.6% | -0.4% | -9.2% | -8.9% |
| 1Y | +8.6% | -10.9% | +19.4% | +14.7% |
| All | +8.6% | -8.8% | +17.4% | +14.7% |
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