+2,793.8%
ASX vs RY
+3,595.5%
-801.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.9% | -17.9% | -18.9% |
| 7D | -33.3% | -1.1% | -32.2% | -32.5% |
| 30D | -36.5% | +4.4% | -40.9% | -38.0% |
| 3M | -19.2% | -2.9% | -16.2% | -17.3% |
| 6M | -10.2% | +15.6% | -25.8% | -17.9% |
| YTD | +86.5% | +21.8% | +64.6% | +65.0% |
| 1Y | +89.6% | +42.6% | +47.1% | +51.6% |
| 3Y | +298.6% | +160.9% | +137.7% | +115.7% |
| 5Y | +414.3% | +126.1% | +288.2% | +205.6% |
| 10Y | +711.1% | +371.7% | +339.4% | +204.7% |
| All | +2,793.8% | +3,595.5% | -801.7% | +222.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling