+71.0%
AAPL vs RY
+154.9%
-83.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.2% |
| 7D | +0.1% | +3.1% | -3.0% | -1.4% |
| 30D | +3.0% | -0.3% | +3.3% | +3.0% |
| 3M | +2.9% | +8.7% | -5.8% | -1.7% |
| 6M | +22.1% | +28.5% | -6.4% | +6.5% |
| YTD | +18.0% | +25.1% | -7.1% | +4.3% |
| 1Y | +33.9% | +46.3% | -12.4% | +8.7% |
| All | +71.0% | +154.9% | -83.9% | +8.2% |
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 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