+1,697.2%
ACN vs RY
+3,218.9%
-1,521.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.0% |
| 7D | -1.5% | +3.1% | -4.6% | -3.0% |
| 30D | +9.4% | -0.3% | +9.7% | +9.4% |
| 3M | +5.6% | +8.7% | -3.0% | +0.7% |
| 6M | -9.3% | +28.5% | -37.8% | -21.0% |
| YTD | -29.0% | +25.1% | -54.1% | -37.4% |
| 1Y | -24.7% | +46.3% | -70.9% | -38.9% |
| 3Y | -39.8% | +154.9% | -194.8% | -63.9% |
| 5Y | -40.9% | +140.3% | -181.2% | -63.4% |
| 10Y | +91.1% | +377.0% | -285.9% | -16.6% |
| All | +1,697.2% | +3,218.9% | -1,521.7% | +114.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling