-27.8%
KORU vs RY
+354.4%
-382.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +3.0% |
| 7D | -34.5% | -0.6% | -33.9% | -32.1% |
| 30D | -59.6% | +6.1% | -65.7% | -63.7% |
| 3M | -56.1% | -3.4% | -52.7% | -51.1% |
| 6M | -84.7% | +12.8% | -97.5% | -87.7% |
| YTD | -20.6% | +21.0% | -41.6% | -41.9% |
| 1Y | -13.9% | +40.5% | -54.3% | -53.6% |
| 3Y | +114.9% | +159.9% | -45.0% | -66.7% |
| 5Y | -36.0% | +125.0% | -160.9% | -85.3% |
| 10Y | -27.8% | +350.6% | -378.4% | -92.6% |
| All | -27.8% | +354.4% | -382.2% | -92.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling