+1,213.8%
RGTI vs BAM
+67.8%
+1,146.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.3% | -0.9% |
| 7D | +2.5% | -3.9% | +6.4% | +7.1% |
| 30D | -13.7% | -8.8% | -4.8% | -4.3% |
| 3M | -22.6% | +2.2% | -24.8% | -25.7% |
| 6M | -13.4% | +5.9% | -19.3% | -19.6% |
| YTD | -31.2% | -6.1% | -25.1% | -27.4% |
| 1Y | -7.6% | -11.6% | +4.0% | +6.5% |
| 3Y | +669.7% | +51.7% | +618.0% | +380.1% |
| All | +1,213.8% | +67.8% | +1,146.0% | +627.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling