+238.6%
RDW vs BAM
+48.7%
+189.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.8% |
| 7D | +4.8% | -6.1% | +10.9% | +12.3% |
| 30D | -19.5% | -13.8% | -5.7% | -5.1% |
| 3M | -26.9% | +4.4% | -31.3% | -32.2% |
| 6M | +17.8% | +6.4% | +11.4% | +8.7% |
| YTD | +43.0% | -7.1% | +50.1% | +53.8% |
| 1Y | +32.1% | -11.8% | +43.9% | +51.3% |
| All | +238.6% | +48.7% | +189.9% | +191.1% |
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 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