+957.6%
APO vs RY
+371.9%
+585.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | +0.1% |
| 7D | -1.0% | +3.1% | -4.1% | -4.1% |
| 30D | +3.5% | -0.3% | +3.8% | +3.6% |
| 3M | +4.5% | +8.7% | -4.1% | -4.4% |
| 6M | +22.8% | +28.5% | -5.8% | -5.7% |
| YTD | -6.5% | +25.1% | -31.6% | -26.1% |
| 1Y | +0.8% | +46.3% | -45.5% | -32.3% |
| 3Y | +62.0% | +154.9% | -93.0% | -39.9% |
| 5Y | +138.2% | +140.3% | -2.0% | -5.0% |
| All | +957.6% | +371.9% | +585.8% | +127.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling