+68.1%
ONTO vs CAPR
+126.3%
-58.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.6% | -12.0% | -15.5% |
| 7D | -29.7% | +29.7% | -59.4% | -30.1% |
| 30D | -50.3% | +11.0% | -61.2% | -50.4% |
| 3M | -43.5% | +118.8% | -162.3% | -44.7% |
| 6M | -48.9% | -73.9% | +25.1% | -48.1% |
| YTD | -1.2% | -70.2% | +69.0% | -0.2% |
| 1Y | +14.9% | +38.3% | -23.4% | +6.5% |
| 3Y | +31.2% | +199.7% | -168.5% | +5.6% |
| 5Y | +68.1% | +130.6% | -62.5% | +20.5% |
| All | +68.1% | +126.3% | -58.2% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling