+458.9%
KORU vs RY
+45.1%
+413.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.6% | +4.5% |
| 7D | +20.1% | -0.5% | +20.6% | +21.1% |
| 30D | +47.5% | -1.9% | +49.4% | +56.6% |
| 3M | -30.1% | +5.1% | -35.2% | -40.1% |
| 6M | +20.1% | +28.2% | -8.0% | -44.5% |
| YTD | +166.6% | +22.9% | +143.7% | +33.8% |
| 1Y | +458.9% | +45.5% | +413.5% | +85.1% |
| All | +458.9% | +45.1% | +413.8% | +85.1% |
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