+3,552.3%
ASX vs RY
+3,695.5%
-143.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.7% |
| 7D | -0.7% | +3.1% | -3.8% | -2.7% |
| 30D | +2.0% | -0.3% | +2.3% | +2.2% |
| 3M | -1.3% | +8.7% | -10.0% | -6.3% |
| 6M | +71.4% | +28.5% | +42.9% | +46.0% |
| YTD | +135.3% | +25.1% | +110.2% | +103.9% |
| 1Y | +267.5% | +46.3% | +221.2% | +187.7% |
| 3Y | +388.5% | +154.9% | +233.5% | +167.0% |
| 5Y | +417.1% | +140.3% | +276.8% | +194.6% |
| 10Y | +872.7% | +377.0% | +495.7% | +261.1% |
| All | +3,552.3% | +3,695.5% | -143.2% | +298.1% |
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