+40.5%
RY vs BAM
+3.7%
+36.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.4% |
| 7D | -0.6% | +5.0% | -5.6% | -1.8% |
| 30D | +6.1% | +16.6% | -10.4% | +2.1% |
| 3M | -3.4% | +2.2% | -5.6% | -4.2% |
| 6M | +12.8% | +9.7% | +3.1% | +9.3% |
| YTD | +21.0% | +5.2% | +15.8% | +17.4% |
| 1Y | +40.5% | +3.9% | +36.5% | +36.4% |
| All | +40.5% | +3.7% | +36.8% | +36.4% |
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