+209.2%
BKNG vs RY
+377.3%
-168.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -10.0% | -2.2% | -7.8% | -8.3% |
| 30D | -18.1% | -3.6% | -14.5% | -15.8% |
| 3M | +6.3% | +3.9% | +2.4% | +2.7% |
| 6M | +0.8% | +26.4% | -25.6% | -16.9% |
| YTD | -18.4% | +22.3% | -40.7% | -31.2% |
| 1Y | -20.4% | +43.7% | -64.1% | -41.2% |
| 3Y | +39.5% | +154.0% | -114.4% | -37.2% |
| 5Y | +92.7% | +137.6% | -44.9% | -8.3% |
| All | +209.2% | +377.3% | -168.1% | -10.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling