+1,934.5%
HON vs RY
+11,121.0%
-9,186.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.4% |
| 3M | -8.3% | -4.3% | -4.1% | -6.1% |
| 6M | -2.4% | +12.1% | -14.5% | -9.0% |
| YTD | +9.0% | +20.3% | -11.3% | -2.3% |
| 1Y | +9.2% | +41.0% | -31.8% | -10.7% |
| 3Y | +26.3% | +157.5% | -131.2% | -27.3% |
| 5Y | +9.1% | +123.2% | -114.1% | -32.4% |
| 10Y | +163.4% | +365.7% | -202.2% | +9.5% |
| All | +1,934.5% | +11,121.0% | -9,186.5% | +108.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling