+559.3%
ROKU vs RY
+268.9%
+290.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | -0.4% | -2.2% | +1.8% | +1.4% |
| 30D | +2.1% | -3.6% | +5.6% | +5.0% |
| 3M | +29.5% | +3.9% | +25.5% | +25.0% |
| 6M | +53.8% | +26.4% | +27.4% | +27.0% |
| YTD | +42.8% | +22.3% | +20.5% | +21.2% |
| 1Y | +60.7% | +43.7% | +17.0% | +20.3% |
| 3Y | +83.9% | +154.0% | -70.1% | -9.3% |
| 5Y | -52.8% | +137.6% | -190.4% | -75.0% |
| All | +559.3% | +268.9% | +290.4% | +211.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling