+45.6%
ONON vs BAM
+78.0%
-32.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.7% |
| 7D | -3.0% | -2.0% | -1.0% | -1.9% |
| 30D | -26.7% | -2.9% | -23.8% | -26.2% |
| 3M | -25.3% | +9.4% | -34.7% | -30.2% |
| 6M | -35.3% | +10.8% | -46.0% | -40.2% |
| YTD | -39.8% | -0.4% | -39.3% | -40.9% |
| 1Y | -39.2% | -10.9% | -28.4% | -36.3% |
| 3Y | -4.2% | +61.3% | -65.5% | -30.6% |
| All | +45.6% | +78.0% | -32.4% | -1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling