+27,673.3%
APH vs RY
+11,573.6%
+16,099.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.2% | -50.9% | -49.5% |
| 7D | -48.7% | +3.0% | -51.7% | -50.3% |
| 30D | -51.9% | -0.3% | -51.6% | -52.6% |
| 3M | -43.6% | +8.7% | -52.2% | -46.9% |
| 6M | -37.5% | +28.5% | -66.1% | -46.3% |
| YTD | -38.6% | +25.1% | -63.8% | -46.4% |
| 1Y | -26.3% | +46.3% | -72.6% | -40.8% |
| 3Y | +89.2% | +154.9% | -65.7% | +12.4% |
| 5Y | +119.8% | +140.3% | -20.5% | +34.5% |
| 10Y | +454.3% | +377.0% | +77.2% | +137.4% |
| All | +27,673.3% | +11,573.6% | +16,099.7% | +4,686.6% |
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