+41.8%
ONON vs BAM
+71.9%
-30.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -0.6% |
| 7D | -1.7% | -1.6% | -0.1% | -0.8% |
| 30D | -27.4% | -6.0% | -21.4% | -25.5% |
| 3M | -26.5% | +7.3% | -33.9% | -30.7% |
| 6M | -34.2% | +8.2% | -42.4% | -38.5% |
| YTD | -41.3% | -3.8% | -37.5% | -41.2% |
| 1Y | -39.7% | -10.7% | -28.9% | -37.0% |
| 3Y | -7.8% | +55.3% | -63.2% | -31.8% |
| All | +41.8% | +71.9% | -30.1% | -1.7% |
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