+2,447.5%
APD vs RY
+11,266.1%
-8,818.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | -0.1% | -1.5% |
| 7D | -0.7% | -1.1% | +0.4% | -0.2% |
| 30D | +10.1% | +4.4% | +5.7% | +7.7% |
| 3M | +4.9% | -2.9% | +7.8% | +6.3% |
| 6M | +2.5% | +15.6% | -13.1% | -5.5% |
| YTD | +27.8% | +21.8% | +6.0% | +14.2% |
| 1Y | +32.9% | +42.6% | -9.7% | +9.2% |
| 3Y | +13.4% | +160.9% | -147.5% | -32.6% |
| 5Y | +12.8% | +126.1% | -113.2% | -28.0% |
| 10Y | +194.6% | +371.7% | -177.1% | +28.4% |
| All | +2,447.5% | +11,266.1% | -8,818.5% | +237.2% |
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