+390.5%
ONTO vs RCAT
+178.6%
+211.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +18.6% | -7.6% | +9.9% |
| 7D | -14.0% | -12.7% | -1.3% | -13.2% |
| 30D | -43.1% | -34.3% | -8.8% | -41.6% |
| 3M | -35.5% | -53.4% | +17.9% | -32.6% |
| 6M | -41.1% | -62.0% | +20.9% | -38.0% |
| YTD | +9.8% | -49.1% | +58.8% | +13.1% |
| 1Y | +31.5% | -53.1% | +84.7% | +35.7% |
| 3Y | +45.2% | +318.7% | -273.5% | +32.0% |
| 5Y | +86.7% | +48.5% | +38.2% | +72.4% |
| All | +390.5% | +178.6% | +211.8% | +254.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling