+26.3%
ACI vs RY
+287.6%
-261.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +0.2% | +3.1% | -3.0% | -0.6% |
| 30D | +5.9% | -0.3% | +6.2% | +6.0% |
| 3M | -19.8% | +8.7% | -28.4% | -21.4% |
| 6M | -24.7% | +28.5% | -53.3% | -29.5% |
| YTD | -24.4% | +25.1% | -49.5% | -28.7% |
| 1Y | -31.5% | +46.3% | -77.8% | -38.4% |
| 3Y | -38.7% | +154.9% | -193.6% | -54.0% |
| 5Y | -42.8% | +140.3% | -183.1% | -57.1% |
| All | +26.3% | +287.6% | -261.3% | -13.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling