+43.6%
FWONK vs BAM
+48.7%
-5.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | -1.5% | -6.1% | +4.5% | 0.0% |
| 30D | -6.8% | -13.8% | +7.1% | -3.4% |
| 3M | +7.7% | +4.4% | +3.3% | +6.1% |
| 6M | +11.0% | +6.4% | +4.6% | +8.7% |
| YTD | -3.1% | -7.1% | +3.9% | -2.2% |
| 1Y | -3.5% | -11.8% | +8.3% | -1.5% |
| All | +43.6% | +48.7% | -5.1% | +29.6% |
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 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