-10.4%
RKT vs RY
+46.4%
-56.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.0% | +5.7% | +4.4% |
| 7D | +29.7% | +2.5% | +27.3% | +25.4% |
| 30D | +28.5% | +8.4% | +20.1% | +14.3% |
| 3M | +6.4% | +1.2% | +5.1% | +4.2% |
| 6M | +7.1% | +19.4% | -12.2% | -23.0% |
| YTD | -22.5% | +25.4% | -47.9% | -49.0% |
| 1Y | -10.4% | +46.7% | -57.1% | -57.9% |
| All | -10.4% | +46.4% | -56.8% | -57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling