+6,351.7%
AMD vs RY
+360.6%
+5,991.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.3% | +12.3% | +12.2% |
| 7D | -11.0% | -0.9% | -10.1% | -10.1% |
| 30D | -30.5% | +5.9% | -36.3% | -33.6% |
| 3M | -8.2% | -4.3% | -4.0% | -4.3% |
| 6M | +6.6% | +12.1% | -5.6% | -3.3% |
| YTD | +109.7% | +20.3% | +89.4% | +79.9% |
| 1Y | +88.9% | +41.0% | +47.9% | +41.4% |
| 3Y | +301.8% | +157.5% | +144.3% | +79.2% |
| 5Y | +229.4% | +123.2% | +106.2% | +68.0% |
| All | +6,351.7% | +360.6% | +5,991.2% | +2,234.8% |
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