+71.7%
RRX vs RY
+155.6%
-83.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.7% | +6.8% |
| 7D | +7.5% | -0.9% | +8.4% | +8.4% |
| 30D | +3.0% | +5.9% | -2.9% | -3.2% |
| 3M | -5.3% | -4.3% | -1.1% | -1.1% |
| 6M | -26.6% | +12.1% | -38.8% | -35.5% |
| YTD | +21.2% | +20.3% | +0.9% | -1.0% |
| 1Y | +25.9% | +41.0% | -15.1% | -12.5% |
| 3Y | +71.7% | +157.5% | -85.8% | -38.8% |
| All | +71.7% | +155.6% | -83.9% | -38.8% |
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