+133.8%
ADI vs RY
+123.4%
+10.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.6% |
| 7D | +9.5% | +0.6% | +8.9% | +9.1% |
| 30D | -1.4% | +5.0% | -6.4% | -5.0% |
| 3M | +4.7% | -5.3% | +10.0% | +9.6% |
| 6M | -7.4% | +13.8% | -21.3% | -17.0% |
| YTD | +48.1% | +21.0% | +27.1% | +25.8% |
| 1Y | +69.6% | +40.5% | +29.1% | +27.0% |
| 3Y | +144.4% | +159.7% | -15.3% | +9.7% |
| All | +133.8% | +123.4% | +10.4% | +19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling