+156.5%
ACN vs RY
+360.6%
-204.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.0% |
| 7D | +0.9% | -0.9% | +1.8% | +1.4% |
| 30D | +33.5% | +5.9% | +27.7% | +29.0% |
| 3M | +53.5% | -4.3% | +57.7% | +56.9% |
| 6M | +52.2% | +12.1% | +40.1% | +40.1% |
| YTD | -0.1% | +20.3% | -20.4% | -12.7% |
| 1Y | +11.0% | +41.0% | -30.0% | -12.7% |
| 3Y | -11.8% | +157.5% | -169.3% | -54.7% |
| 5Y | -22.8% | +123.2% | -146.0% | -56.4% |
| All | +156.5% | +360.6% | -204.1% | -4.2% |
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 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