+5.1%
AON vs RY
+155.6%
-150.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.5% |
| 7D | +4.4% | -0.9% | +5.2% | +4.6% |
| 30D | +24.1% | +5.9% | +18.2% | +23.0% |
| 3M | -7.0% | -4.3% | -2.7% | -6.3% |
| 6M | +9.1% | +12.1% | -3.0% | +6.7% |
| YTD | -4.4% | +20.3% | -24.7% | -7.9% |
| 1Y | -0.8% | +41.0% | -41.8% | -8.2% |
| 3Y | +5.1% | +157.5% | -152.4% | -12.8% |
| All | +5.1% | +155.6% | -150.5% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling