+2.7%
BAH vs RY
+40.6%
-37.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.2% | -4.3% |
| 7D | -3.5% | -0.9% | -2.7% | -3.5% |
| 30D | +24.3% | +5.9% | +18.4% | +23.7% |
| 3M | +16.3% | -4.3% | +20.6% | +16.6% |
| 6M | +13.6% | +12.1% | +1.5% | +9.1% |
| YTD | +3.5% | +20.3% | -16.8% | -0.2% |
| 1Y | +2.7% | +41.0% | -38.3% | -17.5% |
| All | +2.7% | +40.6% | -37.9% | -17.5% |
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