+106.6%
AMCR vs RY
+549.5%
-442.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.4% |
| 7D | -3.8% | -0.6% | -3.2% | -3.4% |
| 30D | +8.3% | +6.1% | +2.2% | +5.5% |
| 3M | -2.7% | -3.4% | +0.7% | -1.3% |
| 6M | +16.7% | +12.8% | +3.9% | +10.3% |
| YTD | +13.2% | +21.0% | -7.8% | +3.8% |
| 1Y | +13.7% | +40.5% | -26.7% | -2.6% |
| 3Y | +17.4% | +159.9% | -142.4% | -23.9% |
| 5Y | -5.9% | +125.0% | -130.9% | -35.4% |
| 10Y | +22.4% | +350.6% | -328.2% | -32.1% |
| All | +106.6% | +549.5% | -442.9% | +12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling