+134.4%
NOK vs RY
+45.1%
+89.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +1.8% |
| 7D | +9.3% | -0.5% | +9.9% | +9.6% |
| 30D | +17.9% | -1.9% | +19.7% | +19.6% |
| 3M | -22.3% | +5.1% | -27.4% | -24.4% |
| 6M | +36.4% | +28.2% | +8.2% | +14.0% |
| YTD | +66.3% | +22.9% | +43.4% | +43.5% |
| 1Y | +134.4% | +45.5% | +88.9% | +65.3% |
| All | +134.4% | +45.1% | +89.3% | +65.3% |
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