-4.7%
APO vs RY
+41.3%
-46.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +4.6% |
| 7D | +8.1% | -0.6% | +8.7% | +8.9% |
| 30D | +3.4% | +6.1% | -2.7% | -0.7% |
| 3M | -6.6% | -3.4% | -3.3% | -3.8% |
| 6M | -7.1% | +12.8% | -19.9% | -16.6% |
| YTD | -14.1% | +21.0% | -35.2% | -26.1% |
| 1Y | -4.7% | +40.5% | -45.2% | -25.7% |
| All | -4.7% | +41.3% | -46.0% | -25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling