+22.5%
KORU vs RY
+46.4%
-23.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.0% | -8.3% | -13.2% |
| 7D | -24.3% | +2.5% | -26.8% | -29.3% |
| 30D | -54.2% | +8.4% | -62.7% | -63.8% |
| 3M | -45.4% | +1.2% | -46.7% | -46.6% |
| 6M | -66.5% | +19.4% | -85.8% | -80.5% |
| YTD | +14.9% | +25.4% | -10.5% | -46.4% |
| 1Y | +22.5% | +46.7% | -24.2% | -59.3% |
| All | +22.5% | +46.4% | -23.9% | -59.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling