+5,459.2%
AGI vs RY
+2,289.7%
+3,169.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | +0.6% | +3.1% | -2.5% | -0.6% |
| 30D | +18.2% | -0.3% | +18.6% | +18.3% |
| 3M | -4.1% | +8.7% | -12.8% | -7.4% |
| 6M | -28.7% | +28.5% | -57.2% | -35.5% |
| YTD | -4.0% | +25.1% | -29.1% | -12.1% |
| 1Y | +17.4% | +46.3% | -28.9% | +1.1% |
| 3Y | +203.0% | +154.9% | +48.1% | +108.8% |
| 5Y | +376.7% | +140.3% | +236.4% | +235.0% |
| 10Y | +407.5% | +377.0% | +30.4% | +164.8% |
| All | +5,459.2% | +2,289.7% | +3,169.5% | +944.0% |
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