+47.2%
CAPR vs RY
+46.4%
+0.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.0% | +5.2% | +2.6% |
| 7D | +43.2% | +2.5% | +40.7% | +37.3% |
| 30D | +14.7% | +8.4% | +6.2% | -2.4% |
| 3M | +113.9% | +1.2% | +112.7% | +109.4% |
| 6M | -73.4% | +19.4% | -92.7% | -87.7% |
| YTD | -69.1% | +25.4% | -94.5% | -90.5% |
| 1Y | +47.2% | +46.7% | +0.5% | -99.1% |
| All | +47.2% | +46.4% | +0.8% | -99.1% |
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