-50.5%
RCAT vs BAM
+2.1%
-52.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +3.2% |
| 7D | +7.2% | -2.9% | +10.1% | +10.0% |
| 30D | -20.4% | +14.7% | -35.1% | -28.6% |
| 3M | -59.8% | -4.1% | -55.6% | -58.2% |
| 6M | -61.9% | +9.6% | -71.5% | -64.7% |
| YTD | -45.9% | +3.4% | -49.3% | -48.4% |
| 1Y | -50.5% | +1.0% | -51.6% | -51.1% |
| All | -50.5% | +2.1% | -52.6% | -51.1% |
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