+9.3%
HON vs RY
+122.0%
-112.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.3% | +2.7% |
| 7D | +0.8% | -0.9% | +1.7% | +1.3% |
| 30D | +5.7% | +5.9% | -0.1% | +2.6% |
| 3M | -8.3% | -4.3% | -4.1% | -6.2% |
| 6M | -2.4% | +12.1% | -14.5% | -9.0% |
| YTD | +9.0% | +20.3% | -11.3% | -2.4% |
| 1Y | +9.2% | +41.0% | -31.8% | -10.7% |
| 3Y | +26.3% | +157.5% | -131.2% | -28.4% |
| All | +9.3% | +122.0% | -112.7% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling