+33.4%
AG vs RY
+46.4%
-13.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.0% | +6.1% | +5.2% |
| 7D | -2.6% | +2.5% | -5.0% | -5.4% |
| 30D | -12.1% | +8.4% | -20.6% | -20.3% |
| 3M | -6.6% | +1.2% | -7.8% | -8.7% |
| 6M | -20.5% | +19.4% | -39.8% | -40.4% |
| YTD | -7.4% | +25.4% | -32.9% | -37.3% |
| 1Y | +33.4% | +46.7% | -13.3% | -22.3% |
| All | +33.4% | +46.4% | -13.0% | -22.3% |
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