+17.9%
ONDS vs RKT
-22.4%
+40.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.2% | -0.1% |
| 7D | -5.0% | -7.2% | +2.3% | -3.1% |
| 30D | -25.6% | -7.9% | -17.7% | -24.1% |
| 3M | -22.1% | +5.2% | -27.3% | -23.9% |
| 6M | -27.6% | -14.9% | -12.7% | -24.9% |
| YTD | -25.7% | -31.9% | +6.2% | -19.1% |
| 1Y | +30.4% | -36.9% | +67.3% | +43.7% |
| 3Y | +695.0% | +35.7% | +659.2% | +587.9% |
| 5Y | -2.2% | -9.7% | +7.5% | -17.2% |
| All | +17.9% | -22.4% | +40.2% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling