+65.6%
RRX vs RY
+160.3%
-94.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.1% |
| 7D | +4.3% | +0.6% | +3.8% | +3.8% |
| 30D | +12.3% | +5.0% | +7.3% | +6.6% |
| 3M | +3.7% | -5.3% | +9.0% | +9.7% |
| 6M | -13.9% | +13.8% | -27.7% | -25.4% |
| YTD | +26.5% | +21.0% | +5.5% | +2.8% |
| 1Y | +29.3% | +40.5% | -11.2% | -9.8% |
| 3Y | +65.6% | +159.7% | -94.1% | -42.6% |
| All | +65.6% | +160.3% | -94.7% | -42.6% |
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 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