+179.2%
BKR vs RY
+135.2%
+44.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.4% |
| 7D | -6.7% | -2.9% | -3.8% | -4.8% |
| 30D | -8.3% | -2.0% | -6.3% | -7.2% |
| 3M | -5.4% | +4.9% | -10.3% | -8.9% |
| 6M | +0.8% | +26.1% | -25.3% | -14.8% |
| YTD | +31.8% | +22.4% | +9.5% | +13.5% |
| 1Y | +28.6% | +44.7% | -16.2% | -2.3% |
| 3Y | +71.2% | +155.7% | -84.4% | -18.1% |
| 5Y | +179.2% | +137.7% | +41.6% | +34.9% |
| All | +179.2% | +135.2% | +44.0% | +34.9% |
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