-6.4%
CARR vs ONTO
+162.0%
-168.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.1% | +0.5% |
| 7D | -3.8% | +4.9% | -8.7% | -4.7% |
| 30D | -8.9% | -16.6% | +7.7% | -5.8% |
| 3M | -17.3% | -7.3% | -10.0% | -17.9% |
| 6M | -1.4% | +45.9% | -47.3% | -11.7% |
| YTD | +10.0% | +78.2% | -68.2% | -5.5% |
| 1Y | -6.4% | +159.8% | -166.2% | -23.8% |
| All | -6.4% | +162.0% | -168.3% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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