+555.5%
AMZN vs RY
+371.6%
+183.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.2% |
| 7D | +0.8% | +2.7% | -1.9% | -0.7% |
| 30D | -6.4% | -1.0% | -5.4% | -6.0% |
| 3M | +4.8% | +7.6% | -2.9% | +0.3% |
| 6M | +20.5% | +29.5% | -8.9% | +4.0% |
| YTD | +11.3% | +24.2% | -12.8% | -1.7% |
| 1Y | +9.0% | +46.4% | -37.4% | -12.3% |
| 3Y | +85.9% | +159.4% | -73.5% | +7.9% |
| 5Y | +45.8% | +141.8% | -96.1% | -11.3% |
| 10Y | +555.5% | +373.9% | +181.6% | +195.1% |
| All | +555.5% | +371.6% | +183.8% | +195.1% |
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 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