+643.2%
BKR vs RY
+11,573.6%
-10,930.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | +1.7% | +3.1% | -1.4% | -0.4% |
| 30D | +3.3% | -0.3% | +3.7% | +3.4% |
| 3M | -3.6% | +8.7% | -12.3% | -9.2% |
| 6M | +5.0% | +28.5% | -23.5% | -11.8% |
| YTD | +40.9% | +25.1% | +15.8% | +20.3% |
| 1Y | +39.2% | +46.3% | -7.1% | +6.8% |
| 3Y | +83.7% | +154.9% | -71.2% | -4.2% |
| 5Y | +207.5% | +140.3% | +67.2% | +67.2% |
| 10Y | +136.3% | +377.0% | -240.7% | -12.7% |
| All | +643.2% | +11,573.6% | -10,930.4% | +0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling