-18.0%
SONY vs RY
+46.7%
-64.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -4.0% |
| 7D | -5.2% | +2.7% | -7.9% | -5.7% |
| 30D | +0.3% | -1.0% | +1.3% | +0.6% |
| 3M | +6.2% | +7.6% | -1.4% | +3.0% |
| 6M | +9.5% | +29.5% | -19.9% | -2.8% |
| YTD | -8.1% | +24.2% | -32.3% | -17.9% |
| All | -18.0% | +46.7% | -64.7% | -36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling