+140.3%
RBRK vs BAM
+33.8%
+106.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.9% |
| 7D | -3.5% | -6.1% | +2.6% | +1.1% |
| 30D | -8.3% | -13.8% | +5.6% | +2.5% |
| 3M | +24.7% | +4.4% | +20.3% | +19.9% |
| 6M | +58.9% | +6.4% | +52.5% | +49.7% |
| YTD | +16.3% | -7.1% | +23.3% | +20.8% |
| 1Y | +10.1% | -11.8% | +21.9% | +19.1% |
| All | +140.3% | +33.8% | +106.5% | +106.4% |
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