-15.1%
AMRZ vs RY
+46.1%
-61.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.1% |
| 7D | -1.9% | +3.1% | -5.0% | -4.3% |
| 30D | -16.9% | -0.3% | -16.6% | -16.8% |
| 3M | -19.2% | +8.7% | -27.9% | -25.3% |
| 6M | -29.3% | +28.5% | -57.8% | -44.2% |
| YTD | -18.0% | +25.1% | -43.1% | -34.3% |
| 1Y | -15.1% | +46.3% | -61.4% | -36.8% |
| All | -15.1% | +46.1% | -61.2% | -36.8% |
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 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