+628.2%
RVMD vs BAM
+81.2%
+547.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -10.4% | -2.7% | -7.7% | -9.5% |
| 30D | -11.0% | +15.5% | -26.5% | -15.2% |
| 3M | -14.7% | -6.9% | -7.9% | -12.6% |
| 6M | +14.9% | +9.9% | +5.0% | +10.0% |
| YTD | +116.3% | +1.4% | +114.9% | +110.5% |
| 1Y | +167.6% | +3.3% | +164.3% | +158.0% |
| 3Y | +776.8% | +83.6% | +693.2% | +569.5% |
| All | +628.2% | +81.2% | +547.0% | +452.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling