+745.9%
RVMD vs BAM
+90.5%
+655.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.3% | +1.8% | +3.3% |
| 7D | +6.4% | +5.3% | +1.1% | +4.7% |
| 30D | +5.5% | +18.1% | -12.6% | -0.4% |
| 3M | -2.4% | +4.2% | -6.7% | -4.2% |
| 6M | +41.1% | +11.1% | +30.1% | +34.7% |
| YTD | +151.3% | +6.6% | +144.7% | +140.2% |
| 1Y | +228.1% | +6.2% | +221.9% | +213.5% |
| 3Y | +899.8% | +95.0% | +804.7% | +647.5% |
| All | +745.9% | +90.5% | +655.4% | +530.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling