+386.0%
RIOT vs BAM
+71.9%
+314.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +5.8% |
| 7D | +25.1% | -1.6% | +26.7% | +27.2% |
| 30D | +8.5% | -6.0% | +14.5% | +14.8% |
| 3M | -13.4% | +7.3% | -20.7% | -21.6% |
| 6M | +57.1% | +8.2% | +48.9% | +40.9% |
| YTD | +75.7% | -3.8% | +79.5% | +78.2% |
| 1Y | +65.6% | -10.7% | +76.4% | +83.0% |
| 3Y | +103.3% | +55.3% | +47.9% | +31.0% |
| All | +386.0% | +71.9% | +314.2% | +169.8% |
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