+108.3%
ARMK vs RY
+123.4%
-15.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +2.7% | +0.6% | +2.1% | +2.3% |
| 30D | -1.5% | +5.0% | -6.5% | -4.6% |
| 3M | -11.6% | -5.3% | -6.2% | -8.6% |
| 6M | +6.7% | +13.8% | -7.1% | -2.6% |
| YTD | +47.4% | +21.0% | +26.5% | +28.9% |
| 1Y | +41.5% | +40.5% | +1.0% | +11.7% |
| 3Y | +95.5% | +159.7% | -64.1% | -1.5% |
| All | +108.3% | +123.4% | -15.1% | +14.9% |
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 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