-14.7%
AMRZ vs RY
+40.6%
-55.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.6% | -0.6% |
| 7D | +1.2% | -0.9% | +2.1% | +2.2% |
| 30D | +15.1% | +5.9% | +9.2% | +9.6% |
| 3M | -18.1% | -4.3% | -13.8% | -14.8% |
| 6M | -23.5% | +12.1% | -35.6% | -32.2% |
| YTD | -21.6% | +20.3% | -41.9% | -36.4% |
| 1Y | -14.7% | +41.0% | -55.8% | -37.6% |
| All | -14.7% | +40.6% | -55.3% | -37.6% |
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