+1,243.3%
AAPL vs RY
+360.9%
+882.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.3% |
| 7D | -0.7% | -0.9% | +0.2% | -0.1% |
| 30D | +1.7% | +5.9% | -4.2% | -2.0% |
| 3M | +9.7% | -4.3% | +14.0% | +12.5% |
| 6M | +19.3% | +12.1% | +7.2% | +9.9% |
| YTD | +26.3% | +20.3% | +6.0% | +10.8% |
| 1Y | +27.4% | +41.0% | -13.6% | +0.4% |
| 3Y | +93.6% | +157.5% | -63.9% | +0.5% |
| 5Y | +131.7% | +123.2% | +8.5% | +31.9% |
| All | +1,243.3% | +360.9% | +882.4% | +433.3% |
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