-21.9%
AS vs RY
+46.1%
-67.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +4.2% |
| 7D | -4.9% | +3.1% | -8.0% | -7.7% |
| 30D | -19.6% | -0.3% | -19.3% | -19.6% |
| 3M | -14.4% | +8.7% | -23.0% | -23.1% |
| 6M | -20.1% | +28.5% | -48.7% | -42.1% |
| YTD | -20.9% | +25.1% | -46.1% | -41.8% |
| 1Y | -21.9% | +46.3% | -68.1% | -51.3% |
| All | -21.9% | +46.1% | -67.9% | -51.3% |
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