+292.6%
APP vs RY
+122.0%
+170.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.3% | +11.1% | +11.3% |
| 7D | +71.2% | -0.9% | +72.1% | +71.2% |
| 30D | +39.1% | +5.9% | +33.2% | +28.8% |
| 3M | +16.5% | -4.3% | +20.8% | +21.1% |
| 6M | -16.6% | +12.1% | -28.7% | -28.5% |
| YTD | -41.9% | +20.3% | -62.2% | -53.9% |
| 1Y | -37.0% | +41.0% | -78.0% | -58.4% |
| 3Y | +892.4% | +157.5% | +734.9% | +219.1% |
| All | +292.6% | +122.0% | +170.6% | +56.2% |
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