+45.2%
ONTO vs CAPR
+214.7%
-169.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +4.7% | +6.4% | +11.0% |
| 7D | -14.0% | +41.1% | -55.1% | -14.5% |
| 30D | -43.1% | +11.1% | -54.2% | -43.2% |
| 3M | -35.5% | +115.3% | -150.8% | -36.5% |
| 6M | -41.1% | -73.8% | +32.8% | -40.4% |
| YTD | +9.8% | -68.8% | +78.6% | +10.6% |
| 1Y | +31.5% | +43.3% | -11.8% | +24.4% |
| 3Y | +45.2% | +214.7% | -169.5% | +37.0% |
| All | +45.2% | +214.7% | -169.5% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 3y: compounded portfolio wealth divided by compounded CAPR 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…
3y analysis · Full analysis span regression · 6 months rolling