+74.8%
BAM vs RJF
+59.6%
+15.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -2.8% |
| 7D | -1.6% | +1.8% | -3.3% | -2.7% |
| 30D | -6.0% | 0.0% | -6.0% | -6.0% |
| 3M | +7.3% | +18.0% | -10.6% | -3.0% |
| 6M | +8.2% | +17.0% | -8.7% | -1.9% |
| YTD | -3.8% | +11.1% | -15.0% | -10.5% |
| 1Y | -10.7% | +8.0% | -18.7% | -15.5% |
| 3Y | +55.3% | +73.3% | -17.9% | +13.9% |
| All | +74.8% | +59.6% | +15.2% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling