+67.0%
APO vs RY
+122.0%
-55.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.8% | +0.8% |
| 7D | +0.8% | -0.9% | +1.7% | +1.9% |
| 30D | +1.0% | +5.9% | -4.8% | -4.0% |
| 3M | -8.4% | -4.3% | -4.1% | -4.6% |
| 6M | -9.1% | +12.1% | -21.2% | -18.7% |
| YTD | -18.3% | +20.3% | -38.6% | -31.7% |
| 1Y | -8.0% | +41.0% | -49.0% | -34.1% |
| 3Y | +47.1% | +157.5% | -110.5% | -42.3% |
| All | +67.0% | +122.0% | -55.0% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling