+63.9%
RBRK vs BAM
+4.2%
+59.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.2% | -4.1% | -1.0% |
| 7D | -12.5% | +14.2% | -26.7% | -18.9% |
| 30D | -3.0% | +21.0% | -24.0% | -13.3% |
| 3M | +46.9% | +5.2% | +41.7% | +43.2% |
| 6M | +105.4% | +16.0% | +89.4% | +86.7% |
| YTD | +55.6% | +6.5% | +49.1% | +46.3% |
| 1Y | +63.9% | +4.4% | +59.5% | +57.7% |
| All | +63.9% | +4.2% | +59.7% | +57.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling