+95.3%
RKT vs RY
+155.6%
-60.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +3.1% |
| 7D | +17.7% | -0.9% | +18.6% | +19.0% |
| 30D | +31.6% | +5.9% | +25.8% | +22.9% |
| 3M | +13.9% | -4.3% | +18.2% | +19.5% |
| 6M | +2.8% | +12.1% | -9.3% | -11.0% |
| YTD | -22.2% | +20.3% | -42.5% | -37.6% |
| 1Y | -3.5% | +41.0% | -44.5% | -34.9% |
| 3Y | +95.3% | +157.5% | -62.3% | -45.1% |
| All | +95.3% | +155.6% | -60.3% | -45.1% |
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