+837.0%
APO vs RY
+351.8%
+485.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.8% |
| 7D | +3.5% | -0.5% | +4.0% | +4.1% |
| 30D | +4.4% | +4.7% | -0.4% | -0.2% |
| 3M | -12.1% | -4.5% | -7.6% | -7.9% |
| 6M | -7.2% | +12.5% | -19.8% | -18.1% |
| YTD | -15.1% | +21.1% | -36.3% | -30.6% |
| 1Y | -7.7% | +38.6% | -46.3% | -34.4% |
| 3Y | +49.6% | +160.2% | -110.6% | -45.7% |
| 5Y | +78.3% | +124.7% | -46.4% | -24.0% |
| All | +837.0% | +351.8% | +485.1% | +114.9% |
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