+29.3%
RRX vs BAM
+4.2%
+25.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.2% | -9.8% | -6.1% |
| 7D | +7.6% | +14.2% | -6.6% | +1.3% |
| 30D | +7.5% | +21.0% | -13.5% | -1.6% |
| 3M | -21.0% | +5.2% | -26.2% | -23.3% |
| 6M | -18.1% | +16.0% | -34.1% | -25.0% |
| YTD | +24.3% | +6.5% | +17.8% | +18.1% |
| 1Y | +29.3% | +4.4% | +24.9% | +24.4% |
| All | +29.3% | +4.2% | +25.1% | +24.4% |
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