+211.7%
FTI vs BAM
+93.4%
+118.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.1% |
| 7D | -4.3% | +5.3% | -9.6% | -5.8% |
| 30D | -8.0% | +18.1% | -26.1% | -12.8% |
| 3M | -8.0% | +4.2% | -12.3% | -9.4% |
| 6M | -8.7% | +11.1% | -19.8% | -12.4% |
| YTD | +43.9% | +6.6% | +37.3% | +39.2% |
| 1Y | +49.8% | +6.2% | +43.6% | +44.7% |
| 3Y | +211.7% | +95.0% | +116.7% | +174.1% |
| All | +211.7% | +93.4% | +118.3% | +174.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling