-87.9%
OPEN vs RY
+274.1%
-361.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.6% | -7.1% | -7.4% |
| 7D | -24.7% | -0.6% | -24.1% | -23.2% |
| 30D | -41.0% | +6.1% | -47.1% | -45.3% |
| 3M | -62.4% | -3.4% | -59.0% | -60.1% |
| 6M | -73.9% | +12.8% | -86.6% | -78.0% |
| YTD | -77.5% | +21.0% | -98.5% | -83.1% |
| 1Y | -83.6% | +40.5% | -124.0% | -90.1% |
| 3Y | -37.0% | +159.9% | -196.9% | -84.4% |
| 5Y | -93.3% | +125.0% | -218.3% | -97.9% |
| All | -87.9% | +274.1% | -361.9% | -97.0% |
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