+229.9%
AFRM vs RY
+154.9%
+75.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -1.5% |
| 7D | -7.0% | +3.1% | -10.1% | -11.4% |
| 30D | -7.8% | -0.3% | -7.5% | -7.7% |
| 3M | +5.3% | +8.7% | -3.3% | -9.1% |
| 6M | +42.6% | +28.5% | +14.1% | -7.4% |
| YTD | -2.8% | +25.1% | -27.9% | -33.8% |
| 1Y | -19.3% | +46.3% | -65.6% | -58.1% |
| All | +229.9% | +154.9% | +75.0% | -45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling