-87.0%
OPEN vs RY
+271.7%
-358.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.3% | -20.5% | -19.9% |
| 7D | -22.2% | -0.9% | -21.3% | -20.2% |
| 30D | -38.3% | +5.9% | -44.2% | -42.6% |
| 3M | -59.4% | -4.3% | -55.1% | -56.3% |
| 6M | -74.4% | +12.1% | -86.5% | -78.2% |
| YTD | -76.0% | +20.3% | -96.2% | -81.8% |
| 1Y | -78.7% | +41.0% | -119.7% | -87.2% |
| 3Y | -30.0% | +157.5% | -187.5% | -82.4% |
| 5Y | -93.7% | +123.2% | -216.9% | -98.0% |
| All | -87.0% | +271.7% | -358.8% | -96.7% |
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