+59.7%
RPRX vs BAM
+78.0%
-18.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +5.1% | -2.0% | +7.1% | +5.3% |
| 30D | +11.2% | -2.9% | +14.1% | +11.4% |
| 3M | +16.7% | +9.4% | +7.3% | +15.5% |
| 6M | +36.0% | +10.8% | +25.2% | +34.2% |
| YTD | +67.8% | -0.4% | +68.2% | +67.1% |
| 1Y | +76.7% | -10.9% | +87.6% | +78.0% |
| 3Y | +128.1% | +61.3% | +66.9% | +105.1% |
| All | +59.7% | +78.0% | -18.3% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling