-1.0%
COR vs ONTO
+52.3%
-53.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.9% | +5.6% | +2.7% |
| 7D | +7.6% | +17.5% | -9.9% | +8.1% |
| 30D | +6.8% | -15.7% | +22.5% | +6.1% |
| 3M | +16.0% | -39.7% | +55.8% | +14.2% |
| 6M | +41.0% | -26.5% | +67.5% | +36.9% |
| YTD | +6.9% | +29.0% | -22.1% | +0.6% |
| 1Y | -1.0% | +57.0% | -58.0% | -4.2% |
| All | -1.0% | +52.3% | -53.3% | -4.2% |
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