+16.1%
AVTR vs RY
+45.9%
-29.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.6% | +2.4% |
| 7D | +7.4% | +2.7% | +4.7% | +5.6% |
| 30D | +12.2% | -1.0% | +13.2% | +12.7% |
| 3M | +57.4% | +7.6% | +49.7% | +43.4% |
| 6M | +86.7% | +29.5% | +57.2% | +39.8% |
| YTD | +33.1% | +24.2% | +8.9% | +5.1% |
| 1Y | +16.1% | +46.4% | -30.2% | -30.0% |
| All | +16.1% | +45.9% | -29.8% | -30.0% |
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