+57.9%
KORU vs RY
+140.3%
-82.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.3% | +3.2% |
| 7D | +24.3% | +2.7% | +21.6% | +17.3% |
| 30D | +37.3% | -1.0% | +38.3% | +41.1% |
| 3M | -32.8% | +7.6% | -40.4% | -41.9% |
| 6M | +36.9% | +29.5% | +7.4% | -16.2% |
| YTD | +162.6% | +24.2% | +138.5% | +76.4% |
| 1Y | +467.0% | +46.4% | +420.6% | +178.2% |
| 3Y | +522.4% | +159.4% | +362.9% | -0.1% |
| 5Y | +57.9% | +141.8% | -84.0% | -68.6% |
| All | +57.9% | +140.3% | -82.4% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling