+139.8%
ONDS vs BAM
+90.5%
+49.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.3% | +9.6% | +9.8% |
| 7D | +3.8% | +5.3% | -1.4% | -1.1% |
| 30D | -11.3% | +18.1% | -29.4% | -25.1% |
| 3M | -34.5% | +4.2% | -38.7% | -38.0% |
| 6M | -34.1% | +11.1% | -45.2% | -41.0% |
| YTD | -38.8% | +6.6% | -45.4% | -44.1% |
| 1Y | +2.8% | +6.2% | -3.5% | -6.7% |
| 3Y | +1,111.0% | +95.0% | +1,015.9% | +618.1% |
| All | +139.8% | +90.5% | +49.2% | +44.2% |
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