-37.0%
OPEN vs RY
+160.5%
-197.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.6% | -7.1% | -7.5% |
| 7D | -24.7% | -0.6% | -24.1% | -23.0% |
| 30D | -41.0% | +6.1% | -47.1% | -45.6% |
| 3M | -62.4% | -3.4% | -59.0% | -59.9% |
| 6M | -73.9% | +12.8% | -86.6% | -78.4% |
| YTD | -77.5% | +21.0% | -98.5% | -83.7% |
| 1Y | -83.6% | +40.5% | -124.0% | -90.9% |
| 3Y | -37.0% | +159.9% | -196.9% | -90.1% |
| All | -37.0% | +160.5% | -197.6% | -90.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling