+30.0%
KDP vs RY
+158.9%
-128.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.1% | +0.9% |
| 7D | +4.5% | -1.1% | +5.6% | +4.8% |
| 30D | +18.5% | +4.4% | +14.1% | +17.4% |
| 3M | +20.8% | -2.9% | +23.8% | +21.5% |
| 6M | +29.4% | +15.6% | +13.8% | +25.0% |
| YTD | +35.9% | +21.8% | +14.1% | +29.5% |
| 1Y | +42.5% | +42.6% | -0.1% | +30.3% |
| All | +30.0% | +158.9% | -128.9% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling