+26.9%
RIO vs BAM
+2.1%
+24.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.0% |
| 7D | +0.5% | -2.9% | +3.3% | +1.3% |
| 30D | -9.9% | +14.7% | -24.6% | -13.3% |
| 3M | -14.0% | -4.1% | -9.9% | -12.9% |
| 6M | -19.5% | +9.6% | -29.1% | -22.1% |
| YTD | +11.5% | +3.4% | +8.1% | +7.4% |
| 1Y | +26.9% | +1.0% | +25.9% | +22.7% |
| All | +26.9% | +2.1% | +24.8% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling