+93.1%
BKNG vs RY
+135.2%
-42.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | -10.7% | -2.9% | -7.8% | -8.7% |
| 30D | -18.1% | -2.0% | -16.1% | -17.0% |
| 3M | +8.5% | +4.9% | +3.7% | +4.5% |
| 6M | -0.1% | +26.1% | -26.2% | -16.2% |
| YTD | -18.2% | +22.4% | -40.6% | -30.1% |
| 1Y | -19.9% | +44.7% | -64.6% | -39.8% |
| 3Y | +41.6% | +155.7% | -114.1% | -34.1% |
| 5Y | +93.1% | +137.7% | -44.6% | -7.5% |
| All | +93.1% | +135.2% | -42.1% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling