+337.5%
AMD vs RY
+140.8%
+196.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +5.4% |
| 7D | +2.6% | +3.1% | -0.5% | -0.8% |
| 30D | -0.9% | -0.3% | -0.6% | -0.6% |
| 3M | -8.7% | +8.7% | -17.4% | -16.4% |
| 6M | +136.3% | +28.5% | +107.8% | +82.2% |
| YTD | +123.0% | +25.1% | +97.9% | +77.1% |
| 1Y | +195.2% | +46.3% | +148.9% | +99.9% |
| 3Y | +336.3% | +154.9% | +181.4% | +63.0% |
| All | +337.5% | +140.8% | +196.8% | +78.1% |
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