+5,172.1%
RTX vs RY
+11,266.1%
-6,094.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -1.8% |
| 7D | -3.8% | -1.1% | -2.7% | -3.3% |
| 30D | +4.7% | +4.4% | +0.3% | +2.2% |
| 3M | -13.4% | -2.9% | -10.5% | -12.2% |
| 6M | +11.8% | +15.6% | -3.7% | +3.1% |
| YTD | +5.8% | +21.8% | -16.1% | -5.4% |
| 1Y | +11.9% | +42.6% | -30.7% | -8.0% |
| 3Y | +146.3% | +160.9% | -14.6% | +44.4% |
| 5Y | +134.3% | +126.1% | +8.2% | +47.0% |
| 10Y | +277.9% | +371.7% | -93.8% | +65.0% |
| All | +5,172.1% | +11,266.1% | -6,094.0% | +484.5% |
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