+59,599.5%
APH vs RY
+11,573.6%
+48,025.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | +5.0% | +3.1% | +1.8% | +3.2% |
| 30D | -3.9% | -0.3% | -3.6% | -3.7% |
| 3M | +13.0% | +8.7% | +4.3% | +7.9% |
| 6M | +25.2% | +28.5% | -3.4% | +9.3% |
| YTD | +22.9% | +25.1% | -2.2% | +9.1% |
| 1Y | +47.8% | +46.3% | +1.5% | +20.7% |
| 3Y | +283.0% | +154.9% | +128.1% | +131.1% |
| 5Y | +349.7% | +140.3% | +209.4% | +179.4% |
| 10Y | +1,061.2% | +377.0% | +684.2% | +405.1% |
| All | +59,599.5% | +11,573.6% | +48,025.9% | +10,351.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling