-6.6%
RKT vs RY
+125.1%
-131.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.6% | -4.6% |
| 7D | -7.5% | -0.5% | -6.9% | -6.9% |
| 30D | +26.6% | +4.7% | +21.8% | +20.1% |
| 3M | -2.4% | -4.5% | +2.1% | +2.6% |
| 6M | -7.4% | +12.5% | -19.9% | -19.4% |
| YTD | -29.2% | +21.1% | -50.3% | -42.8% |
| 1Y | -23.5% | +38.6% | -62.2% | -46.8% |
| 3Y | +73.9% | +160.2% | -86.2% | -40.9% |
| 5Y | -6.6% | +124.7% | -131.3% | -63.9% |
| All | -6.6% | +125.1% | -131.8% | -63.9% |
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 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