-70.8%
OPEN vs RY
+286.7%
-357.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.7% |
| 7D | -4.3% | +3.1% | -7.4% | -8.5% |
| 30D | -16.2% | -0.3% | -15.9% | -16.1% |
| 3M | -36.4% | +8.7% | -45.0% | -43.8% |
| 6M | -35.5% | +28.5% | -64.0% | -55.9% |
| YTD | -46.0% | +25.1% | -71.1% | -61.8% |
| 1Y | -47.1% | +46.3% | -93.4% | -70.3% |
| 3Y | -19.0% | +154.9% | -174.0% | -79.7% |
| 5Y | -83.6% | +140.3% | -223.9% | -95.2% |
| All | -70.8% | +286.7% | -357.6% | -93.1% |
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 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