+68.2%
KR vs RY
+161.8%
-93.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | +0.8% | -3.0% | +3.7% | +0.6% |
| 30D | +11.1% | +6.3% | +4.8% | +11.4% |
| 3M | +24.4% | -2.6% | +27.0% | +24.3% |
| 6M | +8.5% | +13.9% | -5.4% | +9.1% |
| YTD | +13.1% | +21.7% | -8.5% | +14.1% |
| 1Y | +9.3% | +40.4% | -31.1% | +9.0% |
| All | +68.2% | +161.8% | -93.7% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling