+9.0%
AMZN vs RY
+45.9%
-37.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.2% |
| 7D | +0.8% | +2.7% | -1.9% | -0.5% |
| 30D | -6.4% | -1.0% | -5.4% | -6.0% |
| 3M | +4.8% | +7.6% | -2.9% | +0.1% |
| 6M | +20.5% | +29.5% | -8.9% | +1.7% |
| YTD | +11.3% | +24.2% | -12.8% | -4.3% |
| 1Y | +9.0% | +46.4% | -37.4% | -16.0% |
| All | +9.0% | +45.9% | -37.0% | -16.0% |
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