-14.8%
ACN vs RY
+161.8%
-176.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.0% |
| 7D | -4.0% | -3.0% | -1.0% | -3.4% |
| 30D | +19.0% | +6.3% | +12.7% | +17.4% |
| 3M | +42.2% | -2.6% | +44.8% | +43.0% |
| 6M | +50.1% | +13.9% | +36.2% | +42.9% |
| YTD | -2.7% | +21.7% | -24.4% | -9.6% |
| 1Y | +7.6% | +40.4% | -32.9% | -6.0% |
| All | -14.8% | +161.8% | -176.6% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling