+14.9%
ONTO vs RY
+43.0%
-28.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.9% | -12.7% | -12.0% |
| 7D | -29.7% | -1.1% | -28.6% | -28.3% |
| 30D | -50.3% | +4.4% | -54.7% | -52.7% |
| 3M | -43.5% | -2.9% | -40.5% | -40.6% |
| 6M | -48.9% | +15.6% | -64.4% | -57.1% |
| YTD | -1.2% | +21.8% | -23.0% | -24.8% |
| 1Y | +14.9% | +42.6% | -27.7% | -22.2% |
| All | +14.9% | +43.0% | -28.1% | -22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling