-44.4%
APTV vs RY
+45.9%
-90.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.9% | -3.9% |
| 7D | +2.0% | +2.7% | -0.8% | -0.5% |
| 30D | -7.7% | -1.0% | -6.7% | -6.9% |
| 3M | -34.0% | +7.6% | -41.6% | -38.4% |
| 6M | -37.1% | +29.5% | -66.6% | -50.1% |
| YTD | -39.9% | +24.2% | -64.1% | -51.1% |
| 1Y | -44.4% | +46.4% | -90.8% | -61.2% |
| All | -44.4% | +45.9% | -90.4% | -61.2% |
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 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