+263,909.3%
AMZN vs RY
+5,892.7%
+258,016.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | -3.0% | +3.1% | -6.1% | -4.6% |
| 30D | -5.2% | -0.3% | -4.9% | -5.1% |
| 3M | +1.9% | +8.7% | -6.8% | -2.9% |
| 6M | +19.2% | +28.5% | -9.3% | +3.4% |
| YTD | +12.0% | +25.1% | -13.1% | -1.5% |
| 1Y | +9.7% | +46.3% | -36.6% | -11.6% |
| 3Y | +87.2% | +154.9% | -67.8% | +9.9% |
| 5Y | +48.7% | +140.3% | -91.6% | -9.2% |
| 10Y | +569.3% | +377.0% | +192.3% | +171.3% |
| All | +263,909.3% | +5,892.7% | +258,016.7% | +18,880.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling