+650.7%
RGTI vs BAM
+50.2%
+600.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.3% | -0.7% |
| 7D | +2.5% | -3.9% | +6.4% | +7.4% |
| 30D | -13.7% | -8.8% | -4.8% | -3.8% |
| 3M | -22.6% | +2.2% | -24.8% | -26.0% |
| 6M | -13.4% | +5.9% | -19.3% | -20.3% |
| YTD | -31.2% | -6.1% | -25.1% | -27.4% |
| 1Y | -7.6% | -11.6% | +4.0% | +7.2% |
| All | +650.7% | +50.2% | +600.5% | +298.0% |
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