+232.6%
AON vs RY
+355.6%
-123.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.2% |
| 7D | -2.4% | -3.0% | +0.6% | -1.0% |
| 30D | +22.8% | +6.3% | +16.5% | +19.4% |
| 3M | -5.3% | -2.6% | -2.8% | -4.3% |
| 6M | +8.4% | +13.9% | -5.6% | +1.5% |
| YTD | -3.9% | +21.7% | -25.6% | -13.2% |
| 1Y | -3.1% | +40.4% | -43.5% | -18.6% |
| 3Y | +3.0% | +161.3% | -158.3% | -38.3% |
| 5Y | +16.7% | +126.5% | -109.8% | -25.3% |
| 10Y | +232.6% | +354.3% | -121.7% | +63.5% |
| All | +232.6% | +355.6% | -123.0% | +63.5% |
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