+73.4%
RPRX vs BAM
+88.1%
-14.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.1% |
| 7D | +4.6% | +5.0% | -0.4% | +4.1% |
| 30D | +22.0% | +16.6% | +5.4% | +20.1% |
| 3M | +20.3% | +2.2% | +18.1% | +19.8% |
| 6M | +37.9% | +9.7% | +28.2% | +36.3% |
| YTD | +82.2% | +5.2% | +77.0% | +80.3% |
| 1Y | +83.7% | +3.9% | +79.8% | +82.0% |
| 3Y | +175.4% | +91.5% | +83.9% | +141.8% |
| All | +73.4% | +88.1% | -14.8% | +51.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling