+618.4%
AU vs RY
+159.6%
+458.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -0.6% |
| 7D | -0.3% | +2.7% | -3.0% | -2.2% |
| 30D | +12.8% | -1.0% | +13.8% | +13.2% |
| 3M | +28.5% | +7.6% | +20.8% | +21.0% |
| 6M | +4.8% | +29.5% | -24.6% | -13.3% |
| YTD | +31.0% | +24.2% | +6.8% | +11.2% |
| 1Y | +81.4% | +46.4% | +35.0% | +39.4% |
| 3Y | +618.4% | +159.4% | +459.0% | +292.1% |
| All | +618.4% | +159.6% | +458.9% | +292.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling