+809.9%
AU vs RY
+351.8%
+458.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.3% | -4.6% |
| 7D | -1.1% | -0.5% | -0.5% | -0.8% |
| 30D | -4.4% | +4.7% | -9.2% | -6.3% |
| 3M | -10.0% | -4.5% | -5.5% | -8.2% |
| 6M | -14.5% | +12.5% | -27.0% | -18.8% |
| YTD | +6.4% | +21.1% | -14.8% | -1.8% |
| 1Y | +7.7% | +38.6% | -31.0% | -5.9% |
| 3Y | +514.1% | +160.2% | +353.9% | +320.6% |
| 5Y | +386.5% | +124.7% | +261.8% | +247.4% |
| All | +809.9% | +351.8% | +458.1% | +442.4% |
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