+762.9%
RCAT vs BAM
+61.4%
+701.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.5% |
| 7D | -1.4% | -2.0% | +0.6% | +0.3% |
| 30D | -3.3% | -2.9% | -0.4% | -1.1% |
| 3M | -43.2% | +9.4% | -52.6% | -47.8% |
| 6M | -43.2% | +10.8% | -53.9% | -48.1% |
| YTD | +5.5% | -0.4% | +6.0% | +4.2% |
| 1Y | -1.6% | -10.9% | +9.2% | +8.7% |
| All | +762.9% | +61.4% | +701.5% | +749.8% |
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 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