-10.4%
RGEN vs BAM
+71.9%
-82.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +2.4% |
| 7D | -0.9% | -1.6% | +0.7% | -0.1% |
| 30D | +2.8% | -6.0% | +8.8% | +6.1% |
| 3M | +34.5% | +7.3% | +27.1% | +28.6% |
| 6M | +40.5% | +8.2% | +32.2% | +33.6% |
| YTD | +2.8% | -3.8% | +6.7% | +3.6% |
| 1Y | +39.6% | -10.7% | +50.4% | +45.8% |
| 3Y | +4.4% | +55.3% | -50.9% | -21.1% |
| All | -10.4% | +71.9% | -82.3% | -36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling