-35.8%
ACI vs RY
+155.6%
-191.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.2% |
| 7D | -2.2% | -0.9% | -1.3% | -2.0% |
| 30D | +10.3% | +5.9% | +4.4% | +9.5% |
| 3M | +7.2% | -4.3% | +11.5% | +8.0% |
| 6M | -18.0% | +12.1% | -30.1% | -19.2% |
| YTD | -22.0% | +20.3% | -42.2% | -24.0% |
| 1Y | -23.4% | +41.0% | -64.4% | -28.4% |
| 3Y | -35.8% | +157.5% | -193.4% | -51.9% |
| All | -35.8% | +155.6% | -191.4% | -51.9% |
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 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