+61.2%
ONTO vs CAI
-0.4%
+61.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.6% | +8.8% |
| 7D | +16.4% | -26.3% | +42.6% | +25.7% |
| 30D | -21.4% | -17.5% | -3.9% | -16.7% |
| 3M | -32.7% | +5.8% | -38.6% | -32.8% |
| 6M | -25.2% | +53.6% | -78.8% | -32.4% |
| YTD | +36.2% | -9.2% | +45.5% | +45.0% |
| 1Y | +61.2% | -2.7% | +63.8% | +68.0% |
| All | +61.2% | -0.4% | +61.5% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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