+4.7%
GAP vs RY
+355.6%
-351.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.7% |
| 7D | -9.3% | -3.0% | -6.4% | -5.9% |
| 30D | -5.5% | +6.3% | -11.7% | -11.9% |
| 3M | +3.5% | -2.6% | +6.1% | +6.5% |
| 6M | +0.7% | +13.9% | -13.2% | -14.5% |
| YTD | -13.4% | +21.7% | -35.0% | -32.4% |
| 1Y | -7.7% | +40.4% | -48.1% | -39.5% |
| 3Y | +74.4% | +161.3% | -86.9% | -47.5% |
| 5Y | +5.3% | +126.5% | -121.1% | -61.9% |
| 10Y | +4.7% | +354.3% | -349.7% | -80.4% |
| All | +4.7% | +355.6% | -351.0% | -80.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling