+36.3%
ALB vs RY
+355.6%
-319.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.6% |
| 7D | +1.1% | -3.0% | +4.0% | +3.9% |
| 30D | -2.6% | +6.3% | -8.8% | -8.5% |
| 3M | -25.6% | -2.6% | -23.0% | -24.1% |
| 6M | -54.0% | +13.9% | -68.0% | -60.3% |
| YTD | -31.6% | +21.7% | -53.3% | -44.7% |
| 1Y | -6.6% | +40.4% | -47.0% | -34.8% |
| 3Y | -14.0% | +161.3% | -175.3% | -67.3% |
| 5Y | -62.5% | +126.5% | -189.0% | -83.4% |
| 10Y | +36.3% | +354.3% | -318.1% | -60.8% |
| All | +36.3% | +355.6% | -319.3% | -60.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling