+6,915.1%
ADI vs RY
+11,573.6%
-4,658.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.0% |
| 7D | +0.4% | +3.1% | -2.7% | -1.3% |
| 30D | -3.8% | -0.3% | -3.5% | -3.7% |
| 3M | -15.3% | +8.7% | -23.9% | -19.2% |
| 6M | +6.7% | +28.5% | -21.8% | -7.5% |
| YTD | +34.8% | +25.1% | +9.7% | +18.5% |
| 1Y | +49.0% | +46.3% | +2.7% | +20.0% |
| 3Y | +108.1% | +154.9% | -46.9% | +23.0% |
| 5Y | +142.4% | +140.3% | +2.1% | +48.5% |
| 10Y | +589.9% | +377.0% | +212.9% | +196.7% |
| All | +6,915.1% | +11,573.6% | -4,658.5% | +844.0% |
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