-57.8%
RCAT vs BAM
+4.2%
-62.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +6.2% | -16.5% | -14.3% |
| 7D | -18.5% | +14.2% | -32.8% | -26.6% |
| 30D | -37.0% | +21.0% | -57.9% | -46.0% |
| 3M | -54.9% | +5.2% | -60.0% | -56.8% |
| 6M | -63.6% | +16.0% | -79.6% | -68.1% |
| YTD | -49.6% | +6.5% | -56.0% | -53.2% |
| 1Y | -57.8% | +4.4% | -62.2% | -59.8% |
| All | -57.8% | +4.2% | -62.0% | -59.8% |
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