+12,938.8%
AZO vs RY
+11,185.2%
+1,753.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +1.3% | +0.6% | +0.8% | +1.2% |
| 30D | +12.0% | +5.0% | +6.9% | +10.1% |
| 3M | +7.2% | -5.3% | +12.5% | +9.2% |
| 6M | -3.2% | +13.8% | -17.0% | -7.6% |
| YTD | -3.9% | +21.0% | -24.8% | -10.2% |
| 1Y | -14.7% | +40.5% | -55.1% | -24.3% |
| 3Y | +20.4% | +159.7% | -139.2% | -14.3% |
| 5Y | +72.8% | +124.3% | -51.5% | +28.5% |
| 10Y | +334.4% | +351.6% | -17.2% | +152.9% |
| All | +12,938.8% | +11,185.2% | +1,753.6% | +3,106.4% |
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