+507.3%
APA vs RY
+11,573.6%
-11,066.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.7% |
| 7D | +0.5% | +3.1% | -2.6% | -1.6% |
| 30D | +23.4% | -0.3% | +23.7% | +23.3% |
| 3M | +12.7% | +8.7% | +4.0% | +5.5% |
| 6M | +39.4% | +28.5% | +10.9% | +14.6% |
| YTD | +79.0% | +25.1% | +53.8% | +49.5% |
| 1Y | +88.8% | +46.3% | +42.5% | +41.0% |
| 3Y | +6.4% | +154.9% | -148.6% | -46.8% |
| 5Y | +153.0% | +140.3% | +12.7% | +35.1% |
| 10Y | +7.5% | +377.0% | -369.5% | -57.3% |
| All | +507.3% | +11,573.6% | -11,066.4% | -2.8% |
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 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