+54.3%
DOCN vs RY
+43.0%
+11.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -2.9% | -13.0% | -13.3% |
| 7D | -29.3% | -1.1% | -28.2% | -28.1% |
| 30D | -46.0% | +4.4% | -50.5% | -47.5% |
| 3M | -43.2% | -2.9% | -40.2% | -41.3% |
| 6M | -53.7% | +15.6% | -69.3% | -56.6% |
| YTD | +46.9% | +21.8% | +25.1% | +29.2% |
| 1Y | +54.3% | +42.6% | +11.8% | +19.1% |
| All | +54.3% | +43.0% | +11.3% | +19.1% |
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