+11.7%
AMCR vs RY
+45.1%
-33.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.1% |
| 7D | -6.3% | -0.5% | -5.8% | -6.0% |
| 30D | -7.1% | -1.9% | -5.2% | -6.3% |
| 3M | +12.7% | +5.1% | +7.5% | +8.0% |
| 6M | +5.2% | +28.2% | -23.0% | -11.9% |
| YTD | +8.1% | +22.9% | -14.8% | -8.9% |
| 1Y | +11.7% | +45.5% | -33.8% | -10.4% |
| All | +11.7% | +45.1% | -33.4% | -10.4% |
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 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