-2.9%
GAP vs RY
+40.6%
-43.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.9% | -3.2% |
| 7D | -3.8% | -0.9% | -2.9% | -2.8% |
| 30D | -9.0% | +5.9% | -14.9% | -11.9% |
| 3M | +5.5% | -4.3% | +9.7% | +9.1% |
| 6M | -11.1% | +12.1% | -23.2% | -19.4% |
| YTD | -13.6% | +20.3% | -33.8% | -26.9% |
| 1Y | -2.9% | +41.0% | -43.9% | -32.8% |
| All | -2.9% | +40.6% | -43.4% | -32.8% |
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