-26.6%
RKT vs BAM
-8.8%
-17.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.5% |
| 7D | +2.1% | -2.0% | +4.1% | +3.5% |
| 30D | +1.4% | -2.9% | +4.4% | +3.6% |
| 3M | +6.3% | +9.4% | -3.1% | +0.5% |
| 6M | -15.5% | +10.8% | -26.2% | -20.3% |
| YTD | -27.4% | -0.4% | -26.9% | -28.5% |
| 1Y | -26.6% | -10.9% | -15.7% | -29.5% |
| All | -26.6% | -8.8% | -17.8% | -29.5% |
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