+12.1%
KWEB vs RY
+421.7%
-409.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.9% |
| 7D | -7.5% | -0.5% | -6.9% | -7.2% |
| 30D | -7.3% | +4.7% | -12.1% | -10.1% |
| 3M | -16.8% | -4.5% | -12.3% | -14.6% |
| 6M | -21.4% | +12.5% | -33.9% | -27.8% |
| YTD | -32.7% | +21.1% | -53.9% | -41.1% |
| 1Y | -38.2% | +38.6% | -76.8% | -50.5% |
| 3Y | -4.8% | +160.2% | -165.0% | -50.0% |
| 5Y | -47.1% | +124.7% | -171.9% | -69.3% |
| 10Y | -22.4% | +352.3% | -374.7% | -70.0% |
| All | +12.1% | +421.7% | -409.6% | -60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling