+36.7%
AVTR vs RY
+40.6%
-3.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.8% |
| 7D | -3.6% | -0.9% | -2.7% | -3.2% |
| 30D | +0.8% | +5.9% | -5.1% | -1.6% |
| 3M | +17.4% | -4.3% | +21.6% | +19.5% |
| 6M | +83.5% | +12.1% | +71.4% | +62.8% |
| YTD | +35.0% | +20.3% | +14.7% | +14.7% |
| 1Y | +36.7% | +41.0% | -4.3% | +10.0% |
| All | +36.7% | +40.6% | -3.9% | +10.0% |
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