+268.0%
APH vs RY
+124.6%
+143.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.5% | -7.3% |
| 7D | -12.7% | -1.1% | -11.6% | -12.0% |
| 30D | -19.2% | +4.4% | -23.6% | -21.6% |
| 3M | -16.7% | -2.9% | -13.7% | -14.9% |
| 6M | +5.1% | +15.6% | -10.4% | -5.4% |
| YTD | +6.6% | +21.8% | -15.3% | -7.5% |
| 1Y | +3.9% | +42.6% | -38.7% | -18.8% |
| 3Y | +246.0% | +160.9% | +85.1% | +77.3% |
| 5Y | +268.0% | +126.1% | +141.9% | +107.1% |
| All | +268.0% | +124.6% | +143.4% | +107.1% |
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 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