+1,288.1%
KDP vs RY
+739.6%
+548.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.1% | +1.2% |
| 7D | +4.5% | -1.1% | +5.6% | +4.9% |
| 30D | +18.5% | +4.4% | +14.1% | +16.8% |
| 3M | +20.8% | -2.9% | +23.8% | +22.0% |
| 6M | +29.4% | +15.6% | +13.8% | +23.0% |
| YTD | +35.9% | +21.8% | +14.1% | +26.7% |
| 1Y | +42.5% | +42.6% | -0.1% | +25.9% |
| 3Y | +29.4% | +160.9% | -131.5% | -7.6% |
| 5Y | +15.8% | +126.1% | -110.3% | -13.9% |
| 10Y | +236.5% | +371.7% | -135.3% | +91.0% |
| All | +1,288.1% | +739.6% | +548.5% | +458.0% |
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