+193.4%
ROP vs RY
+360.6%
-167.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.2% |
| 7D | +2.1% | -0.9% | +3.0% | +2.7% |
| 30D | +32.9% | +5.9% | +27.1% | +28.6% |
| 3M | +20.3% | -4.3% | +24.6% | +23.0% |
| 6M | +36.8% | +12.1% | +24.6% | +26.6% |
| YTD | +8.1% | +20.3% | -12.2% | -4.6% |
| 1Y | +8.3% | +41.0% | -32.7% | -13.5% |
| 3Y | -3.2% | +157.5% | -160.8% | -48.1% |
| 5Y | +1.7% | +123.2% | -121.5% | -41.0% |
| All | +193.4% | +360.6% | -167.2% | +10.9% |
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 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