+554.5%
RVMD vs BAM
+66.6%
+487.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | +1.0% | -2.0% | +3.0% | +1.8% |
| 30D | +6.4% | -2.9% | +9.4% | +7.2% |
| 3M | +34.9% | +9.4% | +25.5% | +28.7% |
| 6M | +107.6% | +10.8% | +96.8% | +96.3% |
| YTD | +163.7% | -0.4% | +164.1% | +157.0% |
| 1Y | +439.2% | -10.9% | +450.1% | +452.8% |
| All | +554.5% | +66.6% | +487.9% | +320.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling