+7.6%
ACN vs RY
+41.1%
-33.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -1.8% |
| 7D | -4.0% | -3.0% | -1.0% | -4.5% |
| 30D | +19.0% | +6.3% | +12.7% | +20.6% |
| 3M | +42.2% | -2.6% | +44.8% | +41.7% |
| 6M | +50.1% | +13.9% | +36.2% | +49.0% |
| YTD | -2.7% | +21.7% | -24.4% | -2.8% |
| 1Y | +7.6% | +40.4% | -32.9% | +1.7% |
| All | +7.6% | +41.1% | -33.5% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling