+560.7%
AMZN vs RY
+360.6%
+200.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | +0.4% |
| 7D | +7.9% | -0.9% | +8.8% | +8.5% |
| 30D | -0.2% | +5.9% | -6.1% | -3.3% |
| 3M | -4.8% | -4.3% | -0.5% | -2.6% |
| 6M | -5.7% | +12.1% | -17.8% | -11.8% |
| YTD | +12.3% | +20.3% | -7.9% | +0.9% |
| 1Y | +6.7% | +41.0% | -34.3% | -12.3% |
| 3Y | +85.6% | +157.5% | -72.0% | +8.5% |
| 5Y | +47.4% | +123.2% | -75.8% | -6.6% |
| All | +560.7% | +360.6% | +200.1% | +223.6% |
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 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