+34.0%
RRC vs BAM
+2.7%
+31.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.9% | -2.8% |
| 7D | -10.8% | +9.7% | -20.5% | -9.3% |
| 30D | +22.3% | +19.0% | +3.3% | +25.9% |
| 3M | +26.6% | +0.6% | +26.1% | +27.0% |
| 6M | +18.9% | +11.1% | +7.9% | +21.7% |
| YTD | +39.2% | +4.2% | +35.0% | +42.0% |
| 1Y | +34.0% | +3.3% | +30.6% | +36.8% |
| All | +34.0% | +2.7% | +31.3% | +36.8% |
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