+688.0%
ONTO vs BRKR
+26.6%
+661.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.8% | +5.8% | +2.3% |
| 7D | +9.4% | -7.8% | +17.1% | +13.5% |
| 30D | -4.4% | -3.4% | -1.1% | -3.1% |
| 3M | +1.6% | -4.8% | +6.4% | +0.7% |
| 6M | +45.3% | +46.7% | -1.4% | +11.3% |
| YTD | +76.4% | +15.8% | +60.5% | +52.0% |
| 1Y | +167.2% | +75.4% | +91.7% | +80.4% |
| 3Y | +116.6% | -10.3% | +126.8% | +96.7% |
| 5Y | +263.7% | -38.8% | +302.5% | +299.7% |
| All | +688.0% | +26.6% | +661.4% | +485.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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