+140.3%
RBRK vs RY
+126.0%
+14.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -3.5% | -2.9% | -0.6% | -1.2% |
| 30D | -8.3% | -2.0% | -6.2% | -6.8% |
| 3M | +24.7% | +4.9% | +19.8% | +18.4% |
| 6M | +58.9% | +26.1% | +32.8% | +26.1% |
| YTD | +16.3% | +22.4% | -6.1% | -5.4% |
| 1Y | +10.1% | +44.7% | -34.6% | -24.5% |
| All | +140.3% | +126.0% | +14.3% | +5.6% |
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