-64.4%
AVTR vs RY
+140.8%
-205.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.0% |
| 7D | +2.7% | +3.1% | -0.4% | +0.7% |
| 30D | +12.1% | -0.3% | +12.4% | +12.1% |
| 3M | +57.2% | +8.7% | +48.6% | +47.5% |
| 6M | +73.1% | +28.5% | +44.5% | +44.3% |
| YTD | +30.6% | +25.1% | +5.5% | +11.0% |
| 1Y | +13.5% | +46.3% | -32.8% | -13.2% |
| 3Y | -31.0% | +154.9% | -185.9% | -63.9% |
| All | -64.4% | +140.8% | -205.1% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling