+8.6%
AEIS vs RY
+46.4%
-37.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +3.0% | -14.2% | -14.2% |
| 7D | -12.7% | +2.5% | -15.1% | -15.1% |
| 30D | -28.8% | +8.4% | -37.3% | -35.3% |
| 3M | -38.0% | +1.2% | -39.2% | -38.6% |
| 6M | -45.3% | +19.4% | -64.7% | -56.0% |
| YTD | +1.1% | +25.4% | -24.3% | -26.5% |
| 1Y | +8.6% | +46.7% | -38.1% | -32.8% |
| All | +8.6% | +46.4% | -37.8% | -32.8% |
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 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