+1.2%
AUR vs RY
+38.8%
-37.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.1% | -3.0% |
| 7D | -4.5% | +0.6% | -5.1% | -5.0% |
| 30D | -16.6% | +5.0% | -21.7% | -22.1% |
| 3M | -38.5% | -5.3% | -33.1% | -34.4% |
| 6M | -49.9% | +13.8% | -63.7% | -57.5% |
| YTD | +9.6% | +21.0% | -11.3% | -16.6% |
| 1Y | +1.2% | +40.5% | -39.3% | -39.1% |
| All | +1.2% | +38.8% | -37.6% | -39.1% |
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 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