+190.3%
RDDT vs RY
+119.9%
+70.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -0.9% |
| 7D | -7.4% | -0.5% | -6.9% | -6.9% |
| 30D | -7.7% | -1.9% | -5.8% | -5.6% |
| 3M | -17.8% | +5.1% | -22.9% | -21.8% |
| 6M | +5.5% | +28.2% | -22.7% | -18.8% |
| YTD | -36.3% | +22.9% | -59.2% | -48.7% |
| 1Y | -39.0% | +45.5% | -84.5% | -58.8% |
| All | +190.3% | +119.9% | +70.4% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling