+68.3%
AU vs RY
+44.8%
+23.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -3.9% |
| 7D | -7.0% | -2.9% | -4.1% | -4.1% |
| 30D | +7.3% | -2.0% | +9.3% | +8.9% |
| 3M | +33.2% | +4.9% | +28.4% | +22.8% |
| 6M | -0.6% | +26.1% | -26.8% | -28.7% |
| YTD | +26.2% | +22.4% | +3.8% | -7.6% |
| 1Y | +68.3% | +44.7% | +23.5% | +4.0% |
| All | +68.3% | +44.8% | +23.4% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling