+61.3%
ZBRA vs RY
+163.3%
-102.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.2% |
| 7D | -9.5% | -0.2% | -9.3% | -9.4% |
| 30D | -15.6% | +7.1% | -22.7% | -20.2% |
| 3M | -13.2% | -2.7% | -10.6% | -11.4% |
| 6M | +44.5% | +13.8% | +30.8% | +27.3% |
| YTD | +34.5% | +22.1% | +12.5% | +10.9% |
| 1Y | +25.9% | +43.1% | -17.2% | -10.3% |
| 3Y | +61.3% | +163.6% | -102.3% | -34.7% |
| All | +61.3% | +163.3% | -102.0% | -34.7% |
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