+8.2%
ROP vs BAM
-1.2%
+9.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +0.7% | -2.7% | +3.4% | +1.4% |
| 30D | +28.8% | +15.5% | +13.3% | +24.4% |
| 3M | +21.1% | -6.9% | +27.9% | +21.6% |
| 6M | +52.5% | +9.9% | +42.6% | +48.1% |
| YTD | +8.9% | +1.4% | +7.5% | +6.5% |
| 1Y | +8.2% | +3.3% | +5.0% | +5.5% |
| All | +8.2% | -1.2% | +9.4% | +5.5% |
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