+45.2%
ONTO vs BAM
+85.9%
-40.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.9% | +10.1% | +10.4% |
| 7D | -14.0% | +9.7% | -23.8% | -20.1% |
| 30D | -43.1% | +19.0% | -62.1% | -50.4% |
| 3M | -35.5% | +0.6% | -36.1% | -36.5% |
| 6M | -41.1% | +11.1% | -52.2% | -46.9% |
| YTD | +9.8% | +4.2% | +5.6% | +3.1% |
| 1Y | +31.5% | +3.3% | +28.2% | +24.3% |
| 3Y | +45.2% | +88.8% | -43.6% | -2.5% |
| All | +45.2% | +85.9% | -40.7% | -2.5% |
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