+114.3%
ONTO vs BAM
+86.2%
+28.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.9% | +10.1% | +10.5% |
| 7D | -14.0% | +9.7% | -23.8% | -19.4% |
| 30D | -43.1% | +19.0% | -62.1% | -49.6% |
| 3M | -35.5% | +0.6% | -36.1% | -36.4% |
| 6M | -41.1% | +11.1% | -52.2% | -46.2% |
| YTD | +9.8% | +4.2% | +5.6% | +3.9% |
| 1Y | +31.5% | +3.3% | +28.2% | +25.3% |
| 3Y | +45.2% | +88.8% | -43.6% | +2.4% |
| All | +114.3% | +86.2% | +28.1% | +47.7% |
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 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