+423.1%
ONTO vs CAPR
+226.7%
+196.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +8.3% | -16.9% | -8.9% |
| 7D | -17.4% | +43.2% | -60.6% | -18.3% |
| 30D | -43.2% | +14.7% | -57.9% | -43.5% |
| 3M | -35.7% | +113.9% | -149.6% | -37.7% |
| 6M | -38.3% | -73.4% | +35.1% | -37.2% |
| YTD | +17.1% | -69.1% | +86.2% | +18.4% |
| 1Y | +43.1% | +47.2% | -4.0% | +27.7% |
| 3Y | +55.4% | +210.8% | -155.4% | +26.1% |
| 5Y | +111.2% | +134.1% | -22.9% | +68.3% |
| All | +423.1% | +226.7% | +196.4% | +222.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling