+99.7%
ONTO vs CAPR
+40.5%
+59.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +6.1% |
| 7D | -1.0% | -2.0% | +1.0% | -1.0% |
| 30D | -2.9% | +139.2% | -142.1% | -4.5% |
| 3M | -2.5% | -66.4% | +63.9% | -1.5% |
| 6M | +28.2% | -63.1% | +91.3% | +29.1% |
| YTD | +69.8% | -67.4% | +137.2% | +71.2% |
| 1Y | +162.9% | +58.2% | +104.6% | +147.0% |
| All | +99.7% | +40.5% | +59.2% | +83.1% |
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