+1,353.9%
RRX vs RY
+11,573.6%
-10,219.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.6% |
| 7D | +3.4% | +3.1% | +0.3% | +1.6% |
| 30D | -11.1% | -0.3% | -10.8% | -11.0% |
| 3M | -23.7% | +8.7% | -32.4% | -27.4% |
| 6M | -22.0% | +28.5% | -50.5% | -32.5% |
| YTD | +16.5% | +25.1% | -8.6% | +2.4% |
| 1Y | +11.5% | +46.3% | -34.8% | -10.6% |
| 3Y | +1.5% | +154.9% | -153.4% | -41.1% |
| 5Y | +18.3% | +140.3% | -122.0% | -28.6% |
| 10Y | +209.8% | +377.0% | -167.2% | +32.7% |
| All | +1,353.9% | +11,573.6% | -10,219.7% | +168.5% |
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