+59.7%
RGTI vs RY
+168.2%
-108.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +5.1% |
| 7D | +5.5% | +2.7% | +2.8% | +1.5% |
| 30D | -11.9% | -1.0% | -10.9% | -10.6% |
| 3M | -27.4% | +7.6% | -35.0% | -34.8% |
| 6M | -7.1% | +29.5% | -36.5% | -34.2% |
| YTD | -28.6% | +24.2% | -52.8% | -46.4% |
| 1Y | +4.4% | +46.4% | -42.0% | -36.7% |
| 3Y | +698.5% | +159.4% | +539.1% | +145.2% |
| 5Y | +64.2% | +141.8% | -77.7% | -44.1% |
| All | +59.7% | +168.2% | -108.5% | -46.2% |
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