+56,969.1%
APH vs RY
+11,602.4%
+45,366.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.0% | -9.2% | -7.8% |
| 7D | -2.4% | +2.5% | -4.9% | -3.8% |
| 30D | -9.5% | +8.4% | -17.9% | -13.5% |
| 3M | -7.6% | +1.2% | -8.9% | -8.4% |
| 6M | +12.4% | +19.4% | -7.0% | +1.9% |
| YTD | +17.5% | +25.4% | -7.9% | +4.0% |
| 1Y | +16.4% | +46.7% | -30.3% | -5.3% |
| 3Y | +281.6% | +168.6% | +113.0% | +123.6% |
| 5Y | +317.7% | +132.3% | +185.5% | +163.7% |
| 10Y | +967.8% | +385.7% | +582.2% | +359.6% |
| All | +56,969.1% | +11,602.4% | +45,366.7% | +9,858.2% |
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