-0.9%
APA vs RY
+367.8%
-368.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -2.0% |
| 7D | -8.7% | -0.2% | -8.6% | -9.0% |
| 30D | -2.4% | +7.1% | -9.5% | -10.9% |
| 3M | +19.0% | -2.7% | +21.7% | +20.8% |
| 6M | +26.8% | +13.8% | +13.0% | +3.8% |
| YTD | +87.3% | +22.1% | +65.3% | +36.2% |
| 1Y | +92.3% | +43.1% | +49.2% | +12.2% |
| 3Y | +37.3% | +163.6% | -126.4% | -67.5% |
| 5Y | +73.2% | +126.2% | -53.0% | -49.1% |
| 10Y | -0.9% | +358.7% | -359.6% | -79.4% |
| All | -0.9% | +367.8% | -368.6% | -79.4% |
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