+235.3%
AON vs RY
+351.1%
-115.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | +1.0% | +0.6% | +0.5% | +0.8% |
| 30D | +23.2% | +5.0% | +18.1% | +20.4% |
| 3M | -5.0% | -5.3% | +0.3% | -2.7% |
| 6M | +9.3% | +13.8% | -4.5% | +2.4% |
| YTD | -3.4% | +21.0% | -24.4% | -12.6% |
| 1Y | -2.9% | +40.5% | -43.4% | -18.5% |
| 3Y | +3.6% | +159.7% | -156.0% | -37.7% |
| 5Y | +16.9% | +124.3% | -107.5% | -24.8% |
| All | +235.3% | +351.1% | -115.8% | +65.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling