+30.7%
ONTO vs BAM
+84.2%
-53.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.0% | -12.5% | -13.5% |
| 7D | -29.7% | +7.9% | -37.6% | -33.9% |
| 30D | -50.3% | +16.0% | -66.3% | -55.9% |
| 3M | -43.5% | +0.6% | -44.1% | -44.5% |
| 6M | -48.9% | +10.5% | -59.4% | -53.8% |
| YTD | -1.2% | +3.2% | -4.4% | -6.7% |
| 1Y | +14.9% | +1.0% | +13.9% | +10.6% |
| All | +30.7% | +84.2% | -53.5% | -11.8% |
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