+231.5%
ONTO vs BAM
+78.0%
+153.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.5% | +5.7% |
| 7D | -1.0% | -2.0% | +0.9% | +0.3% |
| 30D | -2.9% | -2.9% | 0.0% | -1.3% |
| 3M | -2.5% | +9.4% | -11.8% | -9.1% |
| 6M | +28.2% | +10.8% | +17.5% | +18.0% |
| YTD | +69.8% | -0.4% | +70.2% | +66.9% |
| 1Y | +162.9% | -10.9% | +173.7% | +180.7% |
| 3Y | +95.9% | +61.3% | +34.7% | +49.1% |
| All | +231.5% | +78.0% | +153.5% | +137.2% |
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