+390.5%
ONTO vs RY
+215.4%
+175.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.3% | +12.4% | +12.4% |
| 7D | -14.0% | -0.9% | -13.1% | -13.4% |
| 30D | -43.1% | +5.9% | -48.9% | -46.4% |
| 3M | -35.5% | -4.3% | -31.2% | -32.7% |
| 6M | -41.1% | +12.1% | -53.2% | -47.5% |
| YTD | +9.8% | +20.3% | -10.5% | -8.6% |
| 1Y | +31.5% | +41.0% | -9.5% | -6.6% |
| 3Y | +45.2% | +157.5% | -112.4% | -44.8% |
| 5Y | +86.7% | +123.2% | -36.5% | -17.5% |
| All | +390.5% | +215.4% | +175.0% | +73.8% |
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 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