+278.7%
AMD vs RY
+126.4%
+152.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.8% | +6.7% |
| 7D | +13.1% | -3.0% | +16.1% | +17.4% |
| 30D | -7.0% | +6.3% | -13.2% | -12.2% |
| 3M | +16.6% | -2.6% | +19.2% | +20.4% |
| 6M | +20.5% | +13.9% | +6.6% | +5.5% |
| YTD | +158.2% | +21.7% | +136.5% | +112.1% |
| 1Y | +132.8% | +40.4% | +92.3% | +65.2% |
| 3Y | +366.2% | +161.3% | +204.9% | +70.3% |
| 5Y | +278.7% | +126.5% | +152.2% | +66.8% |
| All | +278.7% | +126.4% | +152.2% | +66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling