-53.5%
APTV vs RY
+154.9%
-208.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.7% | +3.7% |
| 7D | +4.8% | +3.1% | +1.7% | +2.0% |
| 30D | +2.0% | -0.3% | +2.3% | +2.2% |
| 3M | -34.2% | +8.7% | -42.9% | -38.9% |
| 6M | -34.7% | +28.5% | -63.2% | -47.6% |
| YTD | -37.0% | +25.1% | -62.1% | -48.4% |
| 1Y | -40.4% | +46.3% | -86.7% | -57.5% |
| All | -53.5% | +154.9% | -208.4% | -76.9% |
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