-11.8%
ACN vs RY
+155.6%
-167.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.5% |
| 7D | +0.9% | -0.9% | +1.8% | +1.1% |
| 30D | +33.5% | +5.9% | +27.7% | +31.9% |
| 3M | +53.5% | -4.3% | +57.7% | +55.0% |
| 6M | +52.2% | +12.1% | +40.1% | +45.6% |
| YTD | -0.1% | +20.3% | -20.4% | -6.9% |
| 1Y | +11.0% | +41.0% | -30.0% | -3.4% |
| 3Y | -11.8% | +157.5% | -169.3% | -35.1% |
| All | -11.8% | +155.6% | -167.4% | -35.1% |
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