+150.6%
RTX vs RY
+154.9%
-4.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -5.2% | +3.1% | -8.3% | -6.0% |
| 30D | -9.4% | -0.3% | -9.1% | -9.3% |
| 3M | +12.3% | +8.7% | +3.6% | +9.2% |
| 6M | -3.1% | +28.5% | -31.7% | -10.4% |
| YTD | +10.7% | +25.1% | -14.4% | +2.9% |
| 1Y | +28.4% | +46.3% | -17.9% | +14.4% |
| All | +150.6% | +154.9% | -4.2% | +101.1% |
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