+985.8%
ASX vs RY
+351.1%
+634.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.9% | -1.9% |
| 7D | +12.4% | +0.6% | +11.8% | +12.0% |
| 30D | -19.8% | +5.0% | -24.8% | -22.5% |
| 3M | -10.3% | -5.3% | -5.0% | -5.9% |
| 6M | +1.2% | +13.8% | -12.6% | -8.1% |
| YTD | +123.0% | +21.0% | +102.1% | +92.8% |
| 1Y | +145.4% | +40.5% | +104.9% | +88.3% |
| 3Y | +368.6% | +159.7% | +209.0% | +119.0% |
| 5Y | +486.0% | +124.3% | +361.7% | +206.7% |
| All | +985.8% | +351.1% | +634.7% | +270.7% |
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 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