+39.1%
ONON vs BAM
+93.4%
-54.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | -0.9% |
| 7D | +5.7% | +5.3% | +0.4% | +2.6% |
| 30D | +7.0% | +18.1% | -11.1% | -2.7% |
| 3M | -0.1% | +4.2% | -4.3% | -3.4% |
| 6M | +6.5% | +11.1% | -4.6% | -1.5% |
| YTD | -19.3% | +6.6% | -25.9% | -23.8% |
| 1Y | +7.2% | +6.2% | +1.0% | +1.1% |
| 3Y | +39.1% | +95.0% | -55.9% | -12.5% |
| All | +39.1% | +93.4% | -54.3% | -12.5% |
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