-47.0%
APTV vs RY
+155.6%
-202.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -2.2% |
| 7D | -10.2% | -0.9% | -9.3% | -9.2% |
| 30D | -10.8% | +5.9% | -16.7% | -15.2% |
| 3M | -14.8% | -4.3% | -10.5% | -11.2% |
| 6M | -30.6% | +12.1% | -42.7% | -37.7% |
| YTD | -48.2% | +20.3% | -68.4% | -56.6% |
| 1Y | -52.0% | +41.0% | -93.0% | -65.6% |
| 3Y | -47.0% | +157.5% | -204.6% | -79.7% |
| All | -47.0% | +155.6% | -202.6% | -79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling