+151.4%
ACN vs RY
+355.6%
-204.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.2% |
| 7D | -4.0% | -3.0% | -1.0% | -2.3% |
| 30D | +19.0% | +6.3% | +12.7% | +14.7% |
| 3M | +42.2% | -2.6% | +44.8% | +43.9% |
| 6M | +50.1% | +13.9% | +36.2% | +36.8% |
| YTD | -2.7% | +21.7% | -24.4% | -15.6% |
| 1Y | +7.6% | +40.4% | -32.9% | -15.1% |
| 3Y | -15.9% | +161.3% | -177.2% | -57.2% |
| 5Y | -24.4% | +126.5% | -150.8% | -57.7% |
| 10Y | +151.4% | +354.3% | -203.0% | -5.6% |
| All | +151.4% | +355.6% | -204.3% | -5.6% |
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