+3.1%
BAH vs RY
+41.3%
-38.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.4% |
| 7D | +0.5% | -0.6% | +1.0% | +0.5% |
| 30D | +18.2% | +6.1% | +12.1% | +17.6% |
| 3M | +13.1% | -3.4% | +16.4% | +13.2% |
| 6M | +15.2% | +12.8% | +2.4% | +10.5% |
| YTD | +6.0% | +21.0% | -15.0% | +2.1% |
| 1Y | +3.1% | +40.5% | -37.4% | -17.6% |
| All | +3.1% | +41.3% | -38.2% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling