+776.2%
RVMD vs BAM
+71.9%
+704.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.1% |
| 7D | -1.2% | -1.6% | +0.4% | -0.7% |
| 30D | +1.1% | -6.0% | +7.0% | +2.9% |
| 3M | +39.6% | +7.3% | +32.3% | +34.8% |
| 6M | +110.7% | +8.2% | +102.5% | +102.5% |
| YTD | +160.3% | -3.8% | +164.1% | +157.9% |
| 1Y | +404.9% | -10.7% | +415.7% | +414.0% |
| 3Y | +545.5% | +55.3% | +490.1% | +412.2% |
| All | +776.2% | +71.9% | +704.4% | +576.8% |
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 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