+69.8%
APA vs RY
+122.0%
-52.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +3.5% |
| 7D | -15.5% | -0.9% | -14.6% | -15.2% |
| 30D | +2.4% | +5.9% | -3.5% | -2.1% |
| 3M | +22.8% | -4.3% | +27.1% | +25.6% |
| 6M | +17.9% | +12.1% | +5.8% | +5.3% |
| YTD | +87.7% | +20.3% | +67.4% | +55.5% |
| 1Y | +94.2% | +41.0% | +53.2% | +37.5% |
| 3Y | +27.2% | +157.5% | -130.3% | -53.0% |
| All | +69.8% | +122.0% | -52.2% | -28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling