+755.2%
BA vs RY
+11,602.4%
-10,847.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.0% | -0.9% | +0.4% |
| 7D | +5.9% | +2.5% | +3.4% | +4.4% |
| 30D | -8.2% | +8.4% | -16.6% | -12.4% |
| 3M | -25.4% | +1.2% | -26.6% | -26.0% |
| 6M | -20.0% | +19.4% | -39.4% | -27.9% |
| YTD | -18.5% | +25.4% | -43.9% | -28.6% |
| 1Y | -10.6% | +46.7% | -57.3% | -28.5% |
| 3Y | -9.3% | +168.6% | -177.9% | -48.8% |
| 5Y | -16.9% | +132.3% | -149.2% | -48.9% |
| 10Y | +37.9% | +385.7% | -347.8% | -38.7% |
| All | +755.2% | +11,602.4% | -10,847.2% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 all: compounded portfolio wealth divided by compounded RY 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…
all analysis · Full analysis span regression · 6 months rolling