-16.8%
AVGO vs RY
+40.6%
-57.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.6% |
| 7D | -9.9% | -0.9% | -9.0% | -9.1% |
| 30D | -22.0% | +5.9% | -27.9% | -24.3% |
| 3M | -30.0% | -4.3% | -25.8% | -27.7% |
| 6M | -30.7% | +12.1% | -42.9% | -37.2% |
| YTD | -14.7% | +20.3% | -34.9% | -28.8% |
| 1Y | -16.8% | +41.0% | -57.8% | -35.0% |
| All | -16.8% | +40.6% | -57.4% | -35.0% |
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