-37.5%
APH vs RY
+27.2%
-64.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.2% | -50.9% | -47.5% |
| 7D | -48.7% | +3.0% | -51.7% | -48.4% |
| 30D | -51.9% | -0.3% | -51.6% | -50.0% |
| 3M | -43.6% | +8.7% | -52.2% | -47.8% |
| 6M | -37.5% | +28.5% | -66.1% | -54.0% |
| All | -37.5% | +27.2% | -64.8% | -54.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling