+1,804.4%
APO vs RY
+505.2%
+1,299.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | 0.0% |
| 7D | -1.0% | +3.1% | -4.1% | -3.7% |
| 30D | +3.5% | -0.3% | +3.8% | +3.6% |
| 3M | +4.5% | +8.7% | -4.1% | -3.2% |
| 6M | +22.8% | +28.5% | -5.8% | -2.3% |
| YTD | -6.5% | +25.1% | -31.6% | -23.7% |
| 1Y | +0.8% | +46.3% | -45.5% | -28.5% |
| 3Y | +62.0% | +154.9% | -93.0% | -30.5% |
| 5Y | +138.2% | +140.3% | -2.0% | +9.1% |
| 10Y | +940.3% | +377.0% | +563.2% | +176.6% |
| All | +1,804.4% | +505.2% | +1,299.2% | +295.1% |
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 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