+2,472.7%
ACN vs RY
+3,131.5%
-658.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +1.8% |
| 7D | +7.3% | -1.1% | +8.4% | +7.8% |
| 30D | +38.2% | +4.4% | +33.8% | +35.1% |
| 3M | +56.6% | -2.9% | +59.5% | +58.4% |
| 6M | +51.1% | +15.6% | +35.5% | +39.1% |
| YTD | +1.7% | +21.8% | -20.1% | -9.4% |
| 1Y | +10.1% | +42.6% | -32.5% | -9.7% |
| 3Y | -10.3% | +160.9% | -171.2% | -46.9% |
| 5Y | -21.4% | +126.1% | -147.5% | -49.9% |
| 10Y | +167.1% | +371.7% | -204.6% | +17.1% |
| All | +2,472.7% | +3,131.5% | -658.7% | +210.3% |
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