-83.4%
OPEN vs RY
+276.5%
-360.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.9% | -6.7% | -5.3% |
| 7D | -5.8% | -1.1% | -4.7% | -3.5% |
| 30D | -21.1% | +4.4% | -25.6% | -25.6% |
| 3M | -52.4% | -2.9% | -49.4% | -50.0% |
| 6M | -65.8% | +15.6% | -81.3% | -72.3% |
| YTD | -69.3% | +21.8% | -91.1% | -77.3% |
| 1Y | -75.2% | +42.6% | -117.8% | -85.5% |
| 3Y | -14.4% | +160.9% | -175.3% | -79.0% |
| 5Y | -92.0% | +126.1% | -218.1% | -97.5% |
| All | -83.4% | +276.5% | -360.0% | -95.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling