+729.3%
RGTI vs BAM
+81.2%
+648.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.1% | -7.1% |
| 7D | -18.1% | -2.7% | -15.4% | -15.1% |
| 30D | -17.6% | +15.5% | -33.1% | -30.7% |
| 3M | -48.3% | -6.9% | -41.5% | -44.2% |
| 6M | -47.8% | +9.9% | -57.6% | -54.2% |
| YTD | -56.6% | +1.4% | -58.0% | -58.3% |
| 1Y | -61.8% | +3.3% | -65.1% | -64.2% |
| 3Y | +807.5% | +83.6% | +723.9% | +358.1% |
| All | +729.3% | +81.2% | +648.1% | +318.0% |
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 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