+32.6%
ACI vs RY
+277.0%
-244.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -1.9% | -1.5% |
| 7D | -5.3% | -3.0% | -2.3% | -4.6% |
| 30D | +5.0% | +6.3% | -1.2% | +3.5% |
| 3M | +7.5% | -2.6% | +10.1% | +8.2% |
| 6M | -16.0% | +13.9% | -30.0% | -18.8% |
| YTD | -20.6% | +21.7% | -42.3% | -24.7% |
| 1Y | -23.5% | +40.4% | -64.0% | -30.5% |
| 3Y | -32.1% | +161.3% | -193.5% | -49.6% |
| 5Y | -42.5% | +126.5% | -169.0% | -56.1% |
| All | +32.6% | +277.0% | -244.4% | -8.9% |
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