+341.5%
ONTO vs RCAT
+134.8%
+206.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -14.9% | -0.7% | -14.7% |
| 7D | -29.7% | -32.6% | +2.9% | -27.9% |
| 30D | -50.3% | -46.3% | -4.0% | -48.3% |
| 3M | -43.5% | -60.7% | +17.2% | -40.3% |
| 6M | -48.9% | -67.4% | +18.5% | -45.6% |
| YTD | -1.2% | -57.1% | +55.9% | +2.8% |
| 1Y | +14.9% | -63.8% | +78.7% | +20.2% |
| 3Y | +31.2% | +268.1% | -236.9% | +20.3% |
| 5Y | +68.1% | +25.2% | +42.9% | +56.8% |
| All | +341.5% | +134.8% | +206.7% | +222.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling