+11,833.2%
AZO vs RY
+11,573.6%
+259.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | +0.7% | +3.1% | -2.4% | -0.3% |
| 30D | -2.7% | -0.3% | -2.4% | -2.6% |
| 3M | -3.2% | +8.7% | -11.9% | -6.1% |
| 6M | -19.7% | +28.5% | -48.3% | -26.5% |
| YTD | -12.0% | +25.1% | -37.2% | -18.8% |
| 1Y | -29.5% | +46.3% | -75.8% | -38.4% |
| 3Y | +17.3% | +154.9% | -137.6% | -16.0% |
| 5Y | +94.1% | +140.3% | -46.2% | +40.9% |
| 10Y | +303.3% | +377.0% | -73.8% | +130.4% |
| All | +11,833.2% | +11,573.6% | +259.5% | +2,801.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling