+91.6%
KORU vs RY
+372.5%
-281.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.6% | +3.7% |
| 7D | +20.1% | -0.5% | +20.6% | +21.0% |
| 30D | +47.5% | -1.9% | +49.4% | +54.3% |
| 3M | -30.1% | +5.1% | -35.2% | -36.5% |
| 6M | +20.1% | +28.2% | -8.0% | -25.1% |
| YTD | +166.6% | +22.9% | +143.7% | +83.4% |
| 1Y | +458.9% | +45.5% | +413.5% | +174.5% |
| 3Y | +531.8% | +156.7% | +375.1% | -1.9% |
| 5Y | +67.7% | +137.7% | -70.0% | -66.6% |
| 10Y | +91.6% | +375.5% | -284.0% | -85.9% |
| All | +91.6% | +372.5% | -281.0% | -85.9% |
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