+508.7%
ONTO vs RCAT
+195.9%
+312.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.9% | +7.0% | +8.8% |
| 7D | +16.4% | +7.2% | +9.1% | +16.0% |
| 30D | -21.4% | -20.4% | -1.0% | -20.2% |
| 3M | -32.7% | -59.8% | +27.0% | -29.1% |
| 6M | -25.2% | -61.9% | +36.7% | -21.3% |
| YTD | +36.2% | -45.9% | +82.1% | +39.8% |
| 1Y | +61.2% | -50.5% | +111.7% | +65.7% |
| 3Y | +58.7% | +387.5% | -328.8% | +43.3% |
| 5Y | +143.6% | +70.9% | +72.7% | +123.7% |
| All | +508.7% | +195.9% | +312.9% | +338.5% |
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