+899.1%
AU vs RY
+355.6%
+543.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.5% | -2.2% |
| 7D | +4.7% | -3.0% | +7.6% | +6.0% |
| 30D | -1.5% | +6.3% | -7.8% | -4.1% |
| 3M | -5.0% | -2.6% | -2.4% | -4.0% |
| 6M | -13.5% | +13.9% | -27.4% | -18.4% |
| YTD | +11.7% | +21.7% | -10.0% | +2.8% |
| 1Y | +21.3% | +40.4% | -19.1% | +5.4% |
| 3Y | +545.0% | +161.3% | +383.6% | +340.2% |
| 5Y | +412.0% | +126.5% | +285.5% | +264.0% |
| 10Y | +899.1% | +354.3% | +544.7% | +490.8% |
| All | +899.1% | +355.6% | +543.4% | +490.8% |
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