+24.9%
MKC vs RY
+354.4%
-329.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.7% |
| 7D | -2.4% | -0.6% | -1.8% | -2.2% |
| 30D | +5.4% | +6.1% | -0.8% | +3.2% |
| 3M | -11.1% | -3.4% | -7.8% | -10.2% |
| 6M | -1.4% | +12.8% | -14.2% | -6.0% |
| YTD | -29.4% | +21.0% | -50.4% | -34.6% |
| 1Y | -24.7% | +40.5% | -65.2% | -34.1% |
| 3Y | -21.8% | +159.9% | -181.7% | -46.3% |
| 5Y | -36.0% | +125.0% | -161.0% | -54.0% |
| 10Y | +24.9% | +350.6% | -325.6% | -32.7% |
| All | +24.9% | +354.4% | -329.4% | -32.7% |
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