+436.5%
CARR vs ONTO
+1,251.5%
-815.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -2.2% |
| 7D | +3.2% | +9.7% | -6.4% | +0.9% |
| 30D | -7.7% | -8.8% | +1.2% | -6.2% |
| 3M | -11.9% | +4.5% | -16.4% | -15.2% |
| 6M | +2.0% | +56.4% | -54.4% | -12.0% |
| YTD | +13.2% | +78.1% | -64.9% | -6.3% |
| 1Y | -8.5% | +171.3% | -179.8% | -32.7% |
| 3Y | +5.0% | +118.7% | -113.7% | -25.6% |
| 5Y | +12.0% | +269.4% | -257.4% | -34.6% |
| All | +436.5% | +1,251.5% | -815.0% | +131.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling