+748.4%
ASX vs RY
+360.6%
+387.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.3% | +7.7% | +7.5% |
| 7D | -19.9% | -0.9% | -19.0% | -19.1% |
| 30D | -30.9% | +5.9% | -36.7% | -33.7% |
| 3M | -15.1% | -4.3% | -10.8% | -11.8% |
| 6M | -6.5% | +12.1% | -18.6% | -14.2% |
| YTD | +98.4% | +20.3% | +78.2% | +72.2% |
| 1Y | +107.9% | +41.0% | +66.9% | +58.9% |
| 3Y | +325.3% | +157.5% | +167.7% | +100.2% |
| 5Y | +447.3% | +123.2% | +324.1% | +187.8% |
| All | +748.4% | +360.6% | +387.8% | +186.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling