+646.8%
RGTI vs RY
+154.7%
+492.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | +0.1% |
| 7D | -0.1% | -2.9% | +2.7% | +4.6% |
| 30D | -16.2% | -2.0% | -14.2% | -13.3% |
| 3M | -22.0% | +4.9% | -26.9% | -28.3% |
| 6M | -10.8% | +26.1% | -36.9% | -38.5% |
| YTD | -31.6% | +22.4% | -53.9% | -50.4% |
| 1Y | -6.4% | +44.7% | -51.1% | -47.4% |
| All | +646.8% | +154.7% | +492.1% | +73.8% |
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