+72.5%
RPRX vs BAM
-12.8%
+85.3%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.4% | -1.8% | -5.2% |
| 7D | -2.8% | -1.6% | -1.2% | -2.7% |
| 30D | +7.2% | -6.0% | +13.2% | +7.2% |
| 3M | +10.9% | +7.3% | +3.5% | +10.8% |
| 6M | +34.6% | +8.2% | +26.3% | +33.7% |
| YTD | +59.0% | -3.8% | +62.8% | +57.3% |
| 1Y | +72.5% | -10.7% | +83.3% | +70.4% |
| All | +72.5% | -12.8% | +85.3% | +70.4% |
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