+269.0%
RTX vs RY
+355.6%
-86.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | 0.0% | +0.1% |
| 7D | +1.4% | -3.0% | +4.4% | +3.7% |
| 30D | +7.8% | +6.3% | +1.6% | +3.0% |
| 3M | -9.8% | -2.6% | -7.2% | -8.3% |
| 6M | +13.5% | +13.9% | -0.4% | +2.3% |
| YTD | +10.9% | +21.7% | -10.7% | -5.1% |
| 1Y | +14.0% | +40.4% | -26.5% | -12.6% |
| 3Y | +159.9% | +161.3% | -1.4% | +18.6% |
| 5Y | +151.7% | +126.5% | +25.2% | +26.5% |
| 10Y | +269.0% | +354.3% | -85.4% | +15.2% |
| All | +269.0% | +355.6% | -86.6% | +15.2% |
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