+190.3%
RDDT vs BAM
+23.4%
+166.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -0.1% |
| 7D | -7.4% | -3.9% | -3.4% | -4.5% |
| 30D | -7.7% | -8.8% | +1.1% | -1.4% |
| 3M | -17.8% | +2.2% | -20.0% | -20.2% |
| 6M | +5.5% | +5.9% | -0.5% | -1.0% |
| YTD | -36.3% | -6.1% | -30.2% | -34.6% |
| 1Y | -39.0% | -11.6% | -27.4% | -33.9% |
| All | +190.3% | +23.4% | +166.9% | +100.8% |
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