-86.1%
OPEN vs RY
+38.8%
-124.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.5% | -3.4% |
| 7D | -15.0% | +0.6% | -15.6% | -15.5% |
| 30D | -40.2% | +5.0% | -45.2% | -42.3% |
| 3M | -67.4% | -5.3% | -62.1% | -65.1% |
| 6M | -74.0% | +13.8% | -87.8% | -76.6% |
| YTD | -79.6% | +21.0% | -100.5% | -83.5% |
| 1Y | -86.1% | +40.5% | -126.6% | -92.9% |
| All | -86.1% | +38.8% | -124.9% | -92.9% |
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