-86.9%
OPEN vs RY
+277.3%
-364.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -1.5% |
| 7D | -21.7% | -0.2% | -21.5% | -20.5% |
| 30D | -36.5% | +7.1% | -43.5% | -41.9% |
| 3M | -59.5% | -2.7% | -56.9% | -57.5% |
| 6M | -71.9% | +13.8% | -85.6% | -76.6% |
| YTD | -75.8% | +22.1% | -97.9% | -82.1% |
| 1Y | -78.5% | +43.1% | -121.6% | -87.4% |
| 3Y | -30.2% | +163.6% | -193.8% | -83.1% |
| 5Y | -93.3% | +126.2% | -219.5% | -97.9% |
| All | -86.9% | +277.3% | -364.2% | -96.8% |
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 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