+658.6%
ONTO vs RY
+228.1%
+430.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.9% |
| 7D | -1.0% | +3.1% | -4.1% | -4.3% |
| 30D | -2.9% | -0.3% | -2.6% | -2.5% |
| 3M | -2.5% | +8.7% | -11.1% | -10.0% |
| 6M | +28.2% | +28.5% | -0.3% | +0.1% |
| YTD | +69.8% | +25.1% | +44.7% | +36.2% |
| 1Y | +162.9% | +46.3% | +116.6% | +80.4% |
| 3Y | +95.9% | +154.9% | -59.0% | -24.7% |
| 5Y | +244.5% | +140.3% | +104.2% | +41.4% |
| All | +658.6% | +228.1% | +430.5% | +158.8% |
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 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