+341.5%
ONTO vs RY
+219.5%
+122.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.9% | -12.7% | -12.6% |
| 7D | -29.7% | -1.1% | -28.6% | -28.8% |
| 30D | -50.3% | +4.4% | -54.7% | -52.5% |
| 3M | -43.5% | -2.9% | -40.5% | -41.8% |
| 6M | -48.9% | +15.6% | -64.4% | -55.8% |
| YTD | -1.2% | +21.8% | -23.0% | -18.6% |
| 1Y | +14.9% | +42.6% | -27.7% | -19.2% |
| 3Y | +31.2% | +160.9% | -129.7% | -50.7% |
| 5Y | +68.1% | +126.1% | -58.0% | -26.6% |
| All | +341.5% | +219.5% | +122.0% | +54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling