+18.6%
AMCR vs RY
+351.1%
-332.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | +3.6% | +5.0% | -1.4% | +0.6% |
| 3M | -4.2% | -5.3% | +1.1% | -1.1% |
| 6M | +15.5% | +13.8% | +1.7% | +6.4% |
| YTD | +9.7% | +21.0% | -11.2% | -2.6% |
| 1Y | +8.3% | +40.5% | -32.2% | -12.4% |
| 3Y | +15.4% | +159.7% | -144.3% | -37.1% |
| 5Y | -9.1% | +124.3% | -133.4% | -46.1% |
| All | +18.6% | +351.1% | -332.5% | -46.2% |
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