+79.3%
ADI vs RY
+46.4%
+32.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.0% | -6.3% | -5.1% |
| 7D | -5.1% | +2.5% | -7.6% | -6.6% |
| 30D | -3.1% | +8.4% | -11.5% | -8.0% |
| 3M | +7.1% | +1.2% | +5.9% | +6.2% |
| 6M | +2.9% | +19.4% | -16.4% | -9.2% |
| YTD | +51.1% | +25.4% | +25.7% | +25.3% |
| 1Y | +79.3% | +46.7% | +32.6% | +21.4% |
| All | +79.3% | +46.4% | +32.9% | +21.4% |
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