+123.7%
ONDS vs BAM
+88.1%
+35.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -5.5% |
| 7D | -3.8% | +5.0% | -8.8% | -8.1% |
| 30D | -17.2% | +16.6% | -33.8% | -29.2% |
| 3M | -40.2% | +2.2% | -42.4% | -42.3% |
| 6M | -38.5% | +9.7% | -48.2% | -44.2% |
| YTD | -42.9% | +5.2% | -48.2% | -47.2% |
| 1Y | -5.3% | +3.9% | -9.2% | -12.1% |
| 3Y | +820.7% | +91.5% | +729.1% | +454.9% |
| All | +123.7% | +88.1% | +35.6% | +36.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling