+174.7%
RPRX vs BAM
+85.2%
+89.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.3% |
| 7D | +2.1% | -2.0% | +4.1% | +2.2% |
| 30D | +21.9% | +13.7% | +8.3% | +20.7% |
| 3M | +16.9% | -4.8% | +21.7% | +17.2% |
| 6M | +34.5% | +7.6% | +26.9% | +33.6% |
| YTD | +80.9% | +1.2% | +79.8% | +80.0% |
| 1Y | +77.6% | -2.3% | +79.9% | +77.0% |
| All | +174.7% | +85.2% | +89.5% | +162.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling