+1,117.5%
KDP vs RY
+762.3%
+355.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +1.3% | +3.1% | -1.8% | +0.3% |
| 30D | +6.0% | -0.3% | +6.3% | +6.1% |
| 3M | +9.2% | +8.7% | +0.5% | +6.0% |
| 6M | +14.7% | +28.5% | -13.8% | +5.1% |
| YTD | +19.2% | +25.1% | -5.9% | +10.1% |
| 1Y | +15.2% | +46.3% | -31.1% | +0.9% |
| 3Y | +6.0% | +154.9% | -149.0% | -23.8% |
| 5Y | +5.4% | +140.3% | -134.9% | -23.3% |
| 10Y | +171.9% | +377.0% | -205.2% | +53.8% |
| All | +1,117.5% | +762.3% | +355.2% | +385.2% |
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 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