+11.5%
RRX vs BAM
-8.8%
+20.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | -0.2% |
| 7D | +3.4% | -2.0% | +5.4% | +4.5% |
| 30D | -11.1% | -2.9% | -8.2% | -10.2% |
| 3M | -23.7% | +9.4% | -33.1% | -28.4% |
| 6M | -22.0% | +10.8% | -32.7% | -28.0% |
| YTD | +16.5% | -0.4% | +16.9% | +14.1% |
| 1Y | +11.5% | -10.9% | +22.4% | +17.4% |
| All | +11.5% | -8.8% | +20.3% | +17.4% |
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