-1.9%
IONS vs BAM
+86.2%
-88.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | -9.4% | +9.7% | -19.1% | -10.8% |
| 30D | -10.7% | +19.0% | -29.7% | -13.3% |
| 3M | -27.7% | +0.6% | -28.2% | -27.9% |
| 6M | -48.7% | +11.1% | -59.8% | -49.9% |
| YTD | -50.2% | +4.2% | -54.4% | -50.9% |
| 1Y | -46.8% | +3.3% | -50.1% | -47.6% |
| 3Y | -14.8% | +88.8% | -103.6% | -27.2% |
| All | -1.9% | +86.2% | -88.2% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling