+54.6%
FTI vs BAM
+4.2%
+50.3%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.2% | -9.6% | -2.9% |
| 7D | -9.7% | +14.2% | -23.9% | -9.0% |
| 30D | -8.2% | +21.0% | -29.2% | -7.5% |
| 3M | -7.8% | +5.2% | -13.0% | -6.9% |
| 6M | -13.4% | +16.0% | -29.4% | -12.7% |
| YTD | +45.1% | +6.5% | +38.6% | +46.5% |
| 1Y | +54.6% | +4.4% | +50.2% | +56.6% |
| All | +54.6% | +4.2% | +50.3% | +56.6% |
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