+30.3%
ACI vs RY
+272.6%
-242.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.1% |
| 7D | -2.2% | -0.9% | -1.3% | -1.9% |
| 30D | +10.3% | +5.9% | +4.4% | +8.8% |
| 3M | +7.2% | -4.3% | +11.5% | +8.3% |
| 6M | -18.0% | +12.1% | -30.1% | -20.4% |
| YTD | -22.0% | +20.3% | -42.2% | -25.7% |
| 1Y | -23.4% | +41.0% | -64.4% | -30.4% |
| 3Y | -35.8% | +157.5% | -193.4% | -52.1% |
| 5Y | -43.7% | +123.2% | -166.9% | -56.9% |
| All | +30.3% | +272.6% | -242.2% | -10.2% |
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 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