+252.1%
ROIV vs RY
+202.1%
+50.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.9% | -1.3% | -2.8% |
| 7D | -2.4% | -1.1% | -1.3% | -1.8% |
| 30D | +3.1% | +4.4% | -1.4% | +1.0% |
| 3M | +5.8% | -2.9% | +8.8% | +7.3% |
| 6M | +29.3% | +15.6% | +13.7% | +20.1% |
| YTD | +68.8% | +21.8% | +46.9% | +52.6% |
| 1Y | +81.0% | +42.6% | +38.4% | +51.9% |
| 3Y | +294.6% | +160.9% | +133.7% | +153.3% |
| 5Y | +373.1% | +126.1% | +247.1% | +216.7% |
| All | +252.1% | +202.1% | +50.0% | +137.7% |
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