+536.9%
APA vs RY
+11,121.0%
-10,584.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.9% |
| 3M | +22.8% | -4.3% | +27.1% | +25.4% |
| 6M | +17.9% | +12.1% | +5.8% | +7.1% |
| YTD | +87.7% | +20.3% | +67.4% | +60.2% |
| 1Y | +94.2% | +41.0% | +53.2% | +47.8% |
| 3Y | +27.2% | +157.5% | -130.3% | -37.0% |
| 5Y | +74.1% | +123.2% | -49.0% | -3.2% |
| 10Y | +2.6% | +365.7% | -363.1% | -58.7% |
| All | +536.9% | +11,121.0% | -10,584.1% | +4.1% |
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